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When creating a customer that has a type of person, the expectation is that the customer contact automatically creates a corresponding contact record.


This was raised to the Product Team via Dynamics 384579.


 


Replication steps:


1. Accounts Receivable> Create a new customer record with Type: Person
Customer account: 222111
Type: Person
First name: Firstname
Customer Group: 10
Save


2. Accounts> Contacts> View Contacts
ACTUAL RESULTS:
No contact is created


EXPECTED RESLUTS:
Given the customer is of person type, the expectation is that the customer contact automatically creates a corresponding contact record.

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a fair suggestion and we will consider this in our roadmap.
 
Sincerely,
Olga T. Mulvad
PM, Microsoft 

Comments

S

This should work now. I presented it some days ago in a 8.1 system. It works as required.
It is possible to close this idea?

Category: Sales and marketing

S

This to enable that in a B2C scenario these person/customers can then be added to campaign target lists and call lists.

Category: Sales and marketing