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Before creating a new contact record, search existing records to ensure the contact does not already exist in the system. 

 
The best way to search for contacts is to the use asterisk (*) wildcard character and search with partial text. Place the * at the beginning and end of the partial search. 
 
Sales > People > Search

Try:

  • Last Name, First Name (Smith, John)
  • Email
  • First name (John)
  • Last name (Smith) 
  • Use wildcard (*) for best results! 
     


Dynamics 2016 now also includes a more generic, global search in the top right of the screen.