Follow these steps to create a new contact in D365. If you would like to add a contact from Outlook, see the steps at the bottom of the page.
1. Navigate to the Account record.
2. Select "Related > Contacts" from the dropdown.
3. Select "New Contact"
4. Enter the contact's information.
4.1. You can open the contact record to add additional fields as necessary.
5. Select "Save and Close."
1. Create a new email.
2. Select "Dynamics 365."
3. Select "+" and then "Contact" from the dropdown.
4. Complete all required fields in addition to "Account Name" and "email address" so it connects to the correct school.
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