When you first subscribe to Microsoft Dynamics 365, you’ll probably want to use the contact import feature to save time, since you’ll be importing lots of contacts at once.
After that, though, when you get new contacts, you’ll want to add them right away, so adding individually will make the most sense.
Adding new contacts in Microsoft Dynamics 365 is simple and straightforward; let’s walk through it now.
Click the down arrow to the right of the current app name, and choose the Sales app, if it isn’t already selected. Click Contacts within the Customer column.
Enter as much information as possible about the contact. The only required field is Full Name, but it is always recommended to add more information.
If the contact is associated with an existing account, be sure to complete this field as well.
When you get to the address field, enter the address; please note that Microsoft Dynamics 365 may suggest an address based on what you enter. If the suggested address is correct, click to select it, then click Close. Otherwise, close without selecting to keep your original entry.
Click Save & Close when finished.
To edit this contact, click the check mark to the left of the contact name, and click Edit.
That’s it! You’ve successfully added a contact individually. Follow our blog, and visit our website (xRM.com) for tons of free how-to videos and posts that will help you get the most out of Microsoft Dynamics 365! New videos on our homepage weekly!