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Dynamics 365 Business Central

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Mar 27, 2024

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  • The article discusses the importance of managing contacts in Business Central and how it can be used in various operations, purchasing, and sales processes.
  • It explains the setup process for contacts, including defining inheritance from primary business entities, setting default values for fields, and configuring interactions.
  • The article also covers the numbering setup for contacts and the ability to detect and handle duplicate contacts.
  • It provides instructions on creating contact cards from existing customers, vendors, or bank accounts, as well as creating contacts without a link to an existing business entity.
  • The article mentions the ability to merge duplicate contact records and the recent update allowing the same contact to be linked to multiple business entities.
  • It concludes by highlighting the benefits of using contacts in Business Central to store information about customers, vendors, banks, and employees.
  • The author, Alfredo Iorio, offers training programs for those interested in further learning.

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