Use conversion templates to convert contacts to vendors and employees

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Sep 8, 2020	Oct 1, 2020

Business value

When your prospect customer becomes a real customer, you can easily convert the prospect customer or contact to a customer. Often, your contacts represent your suppliers or your employees who you also want to convert to vendors or employees and thereby avoid duplicate data entry.

Feature details

When selecting a contact, you can now convert it to a vendor or employee. During conversion, you can choose a contact conversion template to use when the contact is converted to a vendor or employee.

Note

This feature is available to be enabled as standard for all Business Central customers in Business Central 2020 release wave 2. To enable features that are optional, sign in to your online environment and open Feature Management.

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See also

Create Contacts (docs)