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
- Go to Sales > Accounts.
- Choose New and fill in your information.
- In the Partner Details area, use the Classification field and select the Partner classification.
- 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.