How to: Link Contacts With Customers, Vendors, and Bank Accounts

If you have contact and either a customer, vendor, or bank account for the same company, you can link the two entities. Linking the two entities enables you to synchronize data that is common so that it is the same in both places.

  1. Open the contact that you want to link.
  2. Choose the Link with existing action, and then choose Customer, Vendor, or Bank.
  3. Select the customer, vendor, or bank account to link to.

    In the Current Master Fields, you specify which fields should prioritize in case of conflicting information in fields common to the contact and customer, vendor, or account. For example, if the salesperson code is different in the contact than the customer, you can decide, by selecting Contact, to use the information in the contact.

See Also

Synchronizing Contacts With Customers, Vendors, and Bank Accounts
Creating and Managing Contacts
Working with Dynamics 365