Easy contact insights and access to history of interactions with contacts


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Enabled for Public preview General availability
Users by admins, makers, or analysts Mar 1, 2021 Apr 1, 2021

Business value

Being able to quickly get information without switching context while you talk to a contact is important, regardless of whether the information is in Microsoft Outlook through the Business Central Contact Insights Outlook add-in, or in Microsoft Teams. Business Central provides you with quick and easy access to information and insights for contacts.

Feature details

Contact list page in brick view now shows more important contact details across different form factors—for example, when looking up a contact in Microsoft Teams.

Updated contacts list in brick view

The Contact Card shows the Business Relation and gives you direct access to the related Customer, Vendor, or Employee card.

Business Relation field in Contact card and actions for contact's business relations

Contact card also has an Interaction Log Entries FastTab that gives one-click access to the history of interactions your company has had with the contact.

Contact card with contact's interaction logs in FastTab on the card

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

See also

Record Interactions With Contacts (docs)