Who can use Microsoft Dynamics 365

Using Companies and Contacts

  • 2 minutes to read

Company and contact records store much of the information you and your team of customers collect. They store data about companies you do business with in companies. Similar to Microsoft Office Outlook or other e-mail programs, you store data about the people you know and with whom you work in contacts.

There is usually more than one contact associated with a company, especially if you work for a large company with many departments or locations and different people are involved in managing the company.

Create an account

  1. Go to distribution > Companies.

  2. click on New.

  3. Fill in your information. Use the handy tooltips to help you.

  4. Choose to save out.

Edit an account

  1. Go to distribution > Companies.

  2. Open the account and change the information you want.

  3. Choose to save out.

View a contact

  1. Go to contacts.

  2. The list of active contacts is displayed. You may have to scroll to see the full list.

  3. Select the person's name to view details for the contact.

Create a contact

  1. Go to contacts.

  2. Choose New out.

  3. Fill in your information. Use the handy tooltips to help you.

  4. Choose to save out.

Edit a contact

  1. Go to contacts.

  2. Open the contact and change the information you want.

  3. Choose to save out.

See also

Import accounts, leads, or other data
Import contacts
Deactivate or activate a company or a contact