Dynamics 365 Business Central - Create a Customer, Vendor or Bank Account From a Contact

Watch our short video to learn how to create a customer, vendor or bank account from a contact.

Learn how to create a customer, vendor or bank account from a contact

You may want to record some of your existing contacts as customers, vendors, or bank accounts. Creating a customer, vendor, or bank account from a contact enables you use existing data, rather than repeating the process all again. When you create a customer, vendor, or bank account this way, it is synchronised with the contact. Synchronisation makes information that is common between contacts and customers, vendors, or bank account the same.