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)
- 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.
