Use conversion templates to convert contacts to vendors and employees

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
End users by admins, makers, or analysts Sep 2020 Oct 2020

Business value

When your prospect customer becomes a real customer, you can easily convert the prospect customer or contact to a customer. Often, your contacts represent your suppliers or your employees who you also want to convert to vendors or employees and thereby avoid duplicate data entry.

Feature details

When selecting a contact, you can now convert it to a vendor or employee. During conversion, you can choose a contact conversion template to use when the contact is converted to a vendor or employee.

Shows Contact Card page with Action to create new Employee from contact

Shows employee templates list page

Note

This feature is available to be enabled as standard for all Business Central customers in Business Central 2020 release wave 2. To enable features that are optional for a period of time, sign in to your online environment and open the Feature Management page to enable the feature.

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