Contact

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When you qualify a lead in Rental Management for D365 Sales:  

  • contact is created in Rental Management for D365 Sales.
    In Rental Management for D365 Sales, a contact is a person related to an account with whom you communicate. An account can have several contacts.

  • A contact is created in D365 F&SCM.
    In D365 F&SCM, a contact is a person related to a prospect or customer with whom you communicate. A prospect or customer can have several contacts.

The contact in Rental Management for D365 Sales and the contact in D365 F&SCM are linked.

Note

  • If, for the lead, you have entered an contact name that already exists as a contact, a dialog is shown where you can indicate what to do with the duplicate contact.

  • If, on the Qualify dialog, you have selected an existing contact, no contact is created.

  • If you have selected an existing contact, usually, already a related contact exists in D365 F&SCM. In this case, no contact is created in D365 F&SCM.