web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Same Customer Contact ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Same Customer Contact supports multiple Customers in same Customer Group

(0) ShareShare
ReportReport
Posted on by Ian_P 68
We have the scenario where the same Contact supports multiple Customer sites for their company.
 
Our current setup is that we create that Contact against each Customer, so there can be 30 instances of the same Contact, each with a different Customer selected.
 
How can we have a single Contact for a single actual person/email address and use them across multiple Customers?
 
We filter the available Contact selection to only Contacts that are linked to the selected Customer (Account) in a Case.
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Maybe you need create one custom 1:N relationship between Contact and Account tables.
    Then you can get one contact lookup column in the Account table, add the lookup column to the form of the account.
    Now, you can select same contact on multiple contacts.
    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • brentf Profile Picture
    brentf 2 on at
    Ian, did you come up with a solution for 1 Contact to multiple Customers in BC?
  • Ian_P Profile Picture
    Ian_P 68 on at
    No solution at the moment Brent. We did not try creating a new 1:N relationship yet.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 45 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 27 Most Valuable Professional

#3
Soundari Profile Picture

Soundari 15

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans