Dynamics Community Forum Thread Details

Relationship between Contacts and Address tables

I'm building a CRM in Dynamics and have access to the Sales module.

We intend to store Customer and Address data in the Contacts and Address (customeraddress) tables. This data will be passed to Dynamics through a separate API.

I am new to dynamics, and i'm playing around with these tables in Model Driven Apps. I want to create a model driven app with the following layout:

1. Contacts View that shows the contact data with their associated Addresses

2. Contacts Form that allows me to enter new or update existing addresses

3. Addresses View that shows all addresses and their associated customers

4. Addresses Form that allows me to enter a new address and associate it with the Customer.

This should be pretty standard, and I can replicate something similar with custom tables and relationships, but I want to use these built in tables.

I am aware that the Contacts table has pre-built in address columns, but we want to separate the addresses into a separate table. We need a many to one relationship, where one customer may have many addresses. These addresses may be primary, secondary, addresses. We need to be able to display these pieces of data on both the contacts view and form.

When entering data into the addresses table in dataverse, I can associate an address record with a contact through the parent column, however when clicking into that contact in the model driven app, the address subgrid i have added does not show any addresses.

Help me understand how to use these tables please.

Categories:

Dynamics 365 Customer Voice

Microsoft Dynamics CRM

Dynamics 365 Sales

The reason your subgrid is empty is because it’s not filtered to the related records. Configure the subgrid to “only related records” via the correct relationship, and your Contact form will display the addresses properly

Result:

The customeraddress table is a bit legacy and not as flexible. If you want modern flexibility (multiple types of addresses, flags, etc.), many projects create a custom “Address” table and relate it to Contact/Account.
If you do stick with customeraddress, you can add custom fields to it (like Primary/Secondary flags).
To display “Primary Address” on the Contact directly, you can:
Use a Quick View form for the related Address.
Or a Rollup column that brings primary address fields from customeraddress into Contact

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