---
title: "Create Contact - Process"
slug: "bc-create-contact-process"
description: "Create and maintain contacts in Microsoft Dynamics 365 Business Central with our step-by-step guide for companies and contact persons."
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-create-contact-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Contact - Process

## Process flow

The Create Contact process supports the creation and maintenance of a contact as a company and/or as a contact person:

- **Company**: After selecting the type of contact, the user can search for existing companies or enter the name of a new company to add. Then address, communication, and foreign trade data should be filled out.
- **Contact Person**: Whether entering a new contact person or maintaining one, identify the company for the person first. After that, enter the data for a new or existing contact.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(200).png)

## Steps

> [!NOTE]
> Make sure you have already set up the [prerequisites](/business-central/docs/bc-create-contact-prerequisites) for this process.

1. After logging in, select the Create Contact menu button.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(201).png)
2. The next page appears. Press **F7=Company** to continue.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(202).png)

### Companies

1. Enter a name to add a new contact of type company and press **F4=Create** to continue.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(203).png)
2. After pressing **F4=Create**, a new contact of type Company is created in Microsoft Dynamics 365 Business Central.

> [!NOTE]
> Note
> 
> To see the result in D365 BC, go to **Sales & Marketing** > **Sales** > **Contacts** and search for your contact from step 3.
> 
> Notice that when a new contact is created, a new contact number is used from the number series and the name is populated.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(204).png)
3. In the mobile client, enter the address (mandatory). Press **F4=OK** to continue. (**F7=Go to Communication Data** skips the entire address section and continues with step 11.)

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(205).png)
4. Enter the optional address 2 field and confirm with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(206).png)
5. Enter the postal code of the company (mandatory field) and continue with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(207).png)
6. Enter the city from the contact and confirm with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(208).png)
7. Optionally enter the country, or use **F6=Lookup Countries** to show a list to choose from.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(209).png)
8. Press **F4=OK**. The system updates the contact in Microsoft Dynamics 365 Business Central.

> [!NOTE]
> Note
> 
> To see the result in D365 BC, open the previously opened contact card. Note that the system updates the address fields.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(210).png)
9. Next, maintain the communication data of the contact. Enter the phone number (optional field).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(211).png)
10. Afterwards, the system presents the fax number (also an optional field).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(212).png)
11. Next, the system presents the language. Enter a language code or use **F6=Lookup language** to view a list.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(213).png)
12. After you enter the language and confirm with **F4=OK**, the system updates the contact.

> [!NOTE]
> Note
> 
> To see the result in D365 BC, open the previously opened contact card. The system updates the language field.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(214).png)
13. In the mobile client, enter the VAT registration number (optional). Press **F4=OK** to confirm. If you entered data, an error message will likely appear, otherwise, step 16 is shown.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(215).png)
14. Enter the currency code (optional), or use **F6=Lookup Currency** to select from a list. Press **F4=OK** to confirm.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(216).png)

> [!NOTE]
> **Note** To see the result in D365 BC, open the previously opened contact card. Notice the VAT number and currency.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(217).png)
15. The creation of the company is completed and the process returns to its starting point. Press **F6=Search** to search for an existing company.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(218).png)
16. Enter the search filter at company name and confirm with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(219).png)
17. In the search list, select the contact and press **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(220).png)
18. First modify the company name. Press **F4=OK** to go to the next step.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(221).png)
19. Change the address from 723 North Hampton Drive to another address (for example, 342 South Hampton Drive).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(222).png)
20. Optionally fill out Address 2.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(223).png)
21. Change the postal code (for example, from US-NY 11010 to US-NY 11020).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(224).png)
22. Leave the city as it is and press **F4=OK** to go to the next step.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(225).png)
23. Confirm the country, or use **F6=Lookup Countries** to select Anywhere Mobility Solutions country from a list.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(226).png)
24. Press **F4=OK**. The system updates the contact in Microsoft Dynamics 365 Business Central.

> [!NOTE]
> **Note** To see the result in D365 BC, notice that the address and post code have changed.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(227).png)
25. Next is the contact data that you can maintain. Press **F2=Other Contact** to continue.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CreateContactStep30.png)

### Contact persons

This part of the process applies to creating or maintaining a contact of type Contact Person.

1. Press **F8=Contact Person** to continue.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CreateContactStep4.png)
2. Press **F6=Search** to search for the company where the contact person is linked. Alternatively, scan the company number to skip ahead to step 32. If you do not enter a company number and press **F4=OK**, you can maintain a contact person without a link to a company. The process continues at step 32.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(228).png)
3. Enter a search filter to find the desired company faster in the list.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(229).png)
4. In the list, select the desired company. If no companies appear, the filter may be too strict. Press **F1=Back** to modify the filter.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(230).png)
5. Confirm the selected company number. For verification, the type of contact = company is displayed. Press **F4=Yes** to confirm, or press **F1=No** to go back.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(231).png)
6. In this activity you have two choices. Use option 1 to continue with this script. Enter the name of a new contact and press **F4=Create** to add a new contact person. Search for an existing contact via **F6=Search Contact Persons**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(232).png)
7. Press **F4=Create**. A new contact of type Person is created in Microsoft Dynamics 365 Business Central.

> [!NOTE]
> **Note**
> 
> To see the result in D365 BC, search for the newly created contact on the **Contacts** page.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(233).png)
8. In the mobile client, enter the address (mandatory) for the new contact. By default, the address data of the related company is inherited. Press **F7=Go to Communication Data** to move ahead to step 41.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(234).png)
9. Optionally enter a second part of the address and continue with **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(235).png)
10. Next, enter or confirm the postal code (mandatory).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(236).png)
11. Then enter the city (mandatory).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(237).png)
12. Optionally enter the country. Use **F6=Lookup Countries** to show the countries in a list.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(238).png)
13. Press **F4=OK**. The system updates the contact in Microsoft Dynamics 365 Business Central.

> [!NOTE]
> **Note**
> 
> To see the result in D365 BC, follow the steps described in step 34. If the contact card is still open, refresh the page. Notice that the address details are updated on the contact card.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(239).png)
14. The following steps are about maintaining the contact data. Enter the personal phone number of the contact (optional).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(240).png)
15. Next, enter the mobile phone number (also an optional field).

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(241).png)
16. After that, enter the email address. Press **F4=OK** to confirm.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(242).png)
17. Finally, choose the language of the contact. Enter the language code or use **F6=Lookup Language** to select a language code from a list.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(243).png)
18. After you confirm the language code, the system updates the contact again in Microsoft Dynamics 365 Business Central.

> [!NOTE]
> Note
> 
> To see the result in D365 BC, the contact card now shows the updated language and communication details.
> 
> ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(244).png)
19. The process returns to the page shown below. Press **F1=Back** to go back to the previous steps and close the process.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(245).png)

## Related

- [Create Contact](/bc-create-contact.md)
- [Create Contact - Prerequisites](/bc-create-contact-prerequisites.md)