Create a partner account on a partner relationship management (PRM) portal

You can use partner accounts to keep track of your various partners. We recommend creating a separate account for each partner so that you can manage each partner organization separately.

Create a partner account

  1. Go to Sales > Accounts.
  2. Choose New and fill in your information.
  3. In the Partner Details area, use the Classification field and select the Partner classification.
  4. Select Save.

Associate partner contacts with an account

Dynamics 365 contacts become partner contacts when they are associated with a partner account. To associate a contact with a partner account when creating or editing a contact, enter the name of a partner account in the Account Name field.