Easy Steps on How to Add Contacts in Dynamics 365

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Easy Steps on How to Add Contacts in Dynamics 365

Contacts are the information of any individual by which another person, business, or entity can use to reach him/her. Regardless of what industry you are in, it is very important to keep a record of your contacts. Let me show you how to add contacts in Dynamics 365.

Assumptions: The user has searched Dynamics 365 for the contact they are adding and the contact does not exist.

There are 2 ways of adding Contacts in Dynamics 365.

The first way is through Sales.

Step 1. From your Dashboard right click on the down arrowhead after Sales.

Step 2. After clicking the down arrowhead it will bring you to the Sales Dashboard page. Then look for Contacts and click on it. Please see photo below for your reference.

Step 3. After clicking Contacts it will bring you to My Active Contacts page. Then click on the button that is found at the top left corner of the page.

Step 4. After clicking, it will bring you to New Contact page.

Step 5. Type in the information you have regarding the contact record. Make sure to complete the required fields.

Step 6. After typing in the information click on Save.

The second way is through Quick Create.

Step 1. From your Dashboard page look for the plus sign  and click on it.

Step 2. After clicking the plus sign navigate the page and look for Contact. Then, click on it.

Step 3. After clicking, it will bring you to the quick create page. Then, type in the information you have. After typing in the available information click on Save.

Those are two easy ways of Adding Contacts in Dynamics 365. In order for you to check if you added the contacts successfully just go to My Active Contacts. To learn more you may contact us.

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