1. Equipment Rental
  2. Rental Management for D365 Sales
  3. Activities

Edit contact in Rental Management for D365 Sales
Application task

In the Rental Management for D365 Sales main process, when you qualify a lead, a contact is created. You can also directly create a contact in Rental Management for D365 Sales.

You can edit:
  • An existing contact in Rental Management for D365 Sales: For more information, refer to Manage contacts.
  • A D365 FO contact that is related to a contact in Rental Management for D365 Sales: For more information, refer to the steps of this topic.
For contacts, a two-way synchronization is applied. If you edit a contact in:
  • Rental Management for D365 Sales, the changes are synchronized to the related contact in D365 FO.
  • D365 FO, the changes are synchronized to the related contact in Rental Management for D365 Sales.


Standard procedure

1. Sign in to Rental Management for D365 Sales.
2. In the Site map, click Contacts.
3. Select the desired contact and on the command bar, click Edit.
4. You can edit the D365 FO contact that is related to the selected contact in Rental Management for D365 Sales.
  On the command bar, click Open.
5. In D365 FO, edit the contact.
6. When you are done editing the contact, save the changes, and close the D365 FO tab of your browser. As a result, you automatically return to the related contact page in Rental Management for D365 Sales.
Related to Notes

Manage accounts and contacts

 		 

Provide feedback