Dynamics 365 Business Central Contact Management Part 4: Hierarchy Diagram

By Shelby Spillar | April 14, 2022

Part 4 of our Dynamics 365 Business Central Contact Management series focuses on Hierarchy Diagram.

Dynamics 365 Business Central Contact Management: Prospects

Company or Person Contacts can be created as standalone Contacts not associated with any Customers, Vendors, or other Contacts.

Dynamics 365 Business Central Contact Management Prospects

Multiple Person Contacts can be associated to a Company Contact using the Company No. field on the Person Contact. To link a Person Contact to a Company Contact, set the Company No. = Company Contact No. on the Person Contact card.

Dynamics 365 Business Central Contact Management

Dynamics 365 Business Central Contact Management: Established Customer/Vendor Contracts

Company Contacts are linked to Customer or Vendor records via the Contact Business Relations table. These entries or links are created automatically by the system. When a new Person Contact is created directly from a Customer card, the system will automatically set the Company No. = Contact No. of the parent Company Contact, which is associated with the Customer record via the Business Relations Code.

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