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When you create contacts you can enter information about them, such as:
Before you create contacts and record details about your business relationships, you must set up some of the information that you assign to them. For example:
You can set up this information on their pages, or from the Contact Card page by choosing the New action in the drop-down menu for the fields.
This information helps you organize your contacts so they're easier to find when you want to communicate with them. For example, you can find all contacts based on a certain group.
Industry groups indicate the type of industry that your contacts are in. For example, the retail industry or the automobile industry.
Note
You can only assign industry groups to contacts of type Company.
The industry group code defines the type or category of the group, such as ADVERT for advertising, or PRESS, for TV and radio. You can have several industry group codes. Define industry groups on the Industry Groups page.
Repeat these steps to assign as many industry groups as you want. You can also assign industry groups from the contact list by following the same procedure.
After you assign industry groups to your contacts, you can use this information to select contacts for your segments. To learn more, go to Add Contacts to Segments.
You can use mailing groups to identify groups of contacts that you want to send the same information to. For example, you can set up a mailing group for the contacts that you want to notify about an office move, or a group for sending holiday gifts.
The mailing group code defines the type or category of the group, such as MOVE for office move, or GIFT for holiday gift. You can have several mailing group codes. Define mailing groups on the Mailing Groups page.
Repeat these steps to assign as many mailing groups as you want. You can also assign mailing groups from the contact list.
After you assign mailing groups to your contacts, you can use the information to select contacts for your segments. To learn more, go to Add Contacts to Segments.
You can assign an alternate address where your contact sometimes wants to receive mail and information. For example, their vacation home. You can also assign date ranges that specify when to use each alternate address.
Open the relevant contact card.
Choose the Card action.
To define that the alternate address applies in a specific period, choose the Date Range action instead.
On the Contact Alt. Address List page, enter a new alternate address and fill in the fields on the Contact Alternative Address page.
Repeat these steps to assign as many alternate addresses as you want. You can specify one or more date ranges for each alternate address.
You can add information about the job responsibilities of contact persons to indicate what the contact person is responsible for. For example, IT, management, or production.
Note
You can only specify job responsibilities for contacts of the type Person.
The job responsibility code defines the type or category of the job, such a MARKETING or PURCHASE. You can have several job responsibility codes. Define job responsibilities on the Job Responsibilities page.
Repeat these steps to assign as many job responsibilities as you want. You can also assign job responsibilities from the contact list.
After you assign job responsibilities to your contacts, you can use this information to select contacts for your segments. To learn more, go to Add Contacts to Segments.
You can use organizational levels on your contacts to specify where they are in their company. For example, top management.
Note
You can only assign organizational levels to contacts of the type Person.
The organizational level code defines the type or category of the organizational level, such a CEO or CFO. You can have several organizational level codes. Define organizational levels on the Organizational Levels page.
After you assign organizational levels to your contacts, you can use this information to create segments.
After you assign job responsibilities to your contacts, you can use this information to select contacts for your segments. To learn more, go to Add Contacts to Segments.
You can use web sources with your contact companies to identify, for example, web sites that you want to use to search for information about the contacts. When assigning web sources, you specify which search engine and search word to use to find the requested information.
Note
You can only assign web sources to contacts of the type Company.
Repeat these steps to assign as many web sources as you want.
Business relations indicate the business relationship you have with your contacts. For example, a prospect, bank, consultant, service supplier, and so on.
Note
You can only assign business relations to contacts of the type Company.
Repeat these steps to assign as many business relations as you want.
After you assign business relations to your contacts, you can use this information to select contacts for your segments. To learn more, go to Add Contacts to Segments.
Some information about contact companies is the same for their contact persons. For example, the address details. On the Inheritance FastTab on the Marketing Setup page, you can specify which fields on the contact card for a company is copied to the contact card for a person each time you create a contact person for the contact company.
When you change the value in one of these fields on the contact company card, the same fields on the contact person card update. The exception is if you manually changed the field on the contact person card.
To learn more, go to Create Contacts.
You can use the Defaults FastTab on the Marketing Setup page to specify default values that Business Central automatically assigns to new contacts.
Note
You can also enter a default sales cycle code that application automatically assigns to each new opportunity you create.
The settings for inheritance overwrite the default values you set up. For example, if you have set up English as the default language, but the contact company's language is German, Business Central assigns German as the language code for the contact persons for that company.
To synchronize the contact card with a linked customer, vendor, or bank account, fill in the relevant field in the Bus. Relation Code for section on the Interactions FastTab on the Marketing Setup page.
To learn more, go to Synchronizing contacts with customers, vendors, and bank accounts.
Business Central can automatically search for duplicates each time you create a contact. Or, you can search manually after you create a contact. Business Central can update the search strings automatically each time you change a contact's information or create a contact. You can specify the Search Hit %, that is, the percentage of identical strings that two contacts must have to consider them as duplicates. You enter the percentage on the Duplicates FastTab on the Marketing Setup page.
When you find a duplicate contact, you can use the Merge Duplicate page to merge it with a contact record that you want to keep. To learn more, go to Merge Duplicate Records.
Managing Contacts
Create Contacts
Managing Sales Opportunities
Work with Business Central
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Introduction to integrating Dynamics 365 Sales with Dynamics 365 Business Central - Training
Learn about integrating Dynamics 365 Sales with Dynamics 365 Business Central.
Certification
Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications
As a functional consultant, you implement core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.
Documentation
Use profiles to classify contacts - Business Central
Red about how to set up profile questionnaires to help classify your business contacts' profiles.
Create business contacts - Business Central
Outlines the tasks needed to create contacts and define your business relationships on the Contact Card.
Create and manage company contacts - Business Central
You set up all external entities that you have a business relationship with (such as prospects, customers, vendors, and consultants) as contacts.