How to Create a New Customer in Microsoft Dynamics 365 Business Central in Seconds (Stress-Free and Error-Free) 

Operational efficiency makes the difference in today’s business environment. It is not only about speed of delivery or responsiveness to the market, but also about how quickly organizations manage their internal processes. A simple yet highly frequent example is the process of creating a new customer in Microsoft Dynamics 365 Business Central. 

It may seem like a basic task. In reality, it is one of those processes that, if not optimized, consumes time, creates frustration, and inevitably leads to errors. 

A few minutes lost here, a few there and by the end of the month, entire hours can be wasted on manual data entry. Add the risk of mistakes to the equation, perhaps an incorrectly entered Tax ID or an incomplete address and suddenly you are dealing with incorrect invoices, delayed payments, and additional time spent on corrections. 

The good news? With Microsoft Dynamics 365 Business Central, things change fundamentally. 

In the video tutorial at the end of this article, we show you step by step how to create a new customer in Microsoft Dynamics 365 Business Central, from accessing the customer list to automatically retrieving official company data. 

Step by step 

1. Start from the main screen (Role Center) by using the search function (magnifying glass icon) and then the navigation menu to access the Customers section. 
   Note: The search bar can also be accessed using the keyboard shortcut Alt+Q. 
2. Next, navigate to the list of existing customers. From the main screen, you can use the quick search function (magnifying glass icon). In our example, the user types “customers” into the search bar. 
3. From the displayed list, select the first option, “Customers”, to open the complete list of existing customers. 
4. Once in the customer list, click the +New button in the menu bar. Business Central will open a new customer card and automatically generate the next available number in the numbering series. 
5. The fastest way to create a customer is by using the Tax Identification Number (VAT/Tax ID). Enter the tax ID in the dedicated field within the General section, without needing to manually complete the remaining information. 
6. Before final validation, the geographical and legal context must be defined in the dedicated sections: 
7. Address & Contact: Enter the country code (e.g., RO) in the Country/Region Code field. 
8. Payments: In this section, define the partner type. Since we are working with a legal entity, select the “Company” option. 
9. After entering the tax ID, use the Update ANAF Information function. The system will automatically connect to the official database and retrieve all necessary details, including the company’s full legal name, registered office address, city, and county. 
10. After clicking OK on the update confirmation message, all Address & Contact fields will be populated automatically. At this stage, additional specific information can be entered manually, such as payment terms, shipping methods, or contact persons. 
11. The customer card is now complete and ready for use. 

Best of luck with your customer management!