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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add Account contact to...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Add Account contact to "Invoice Product" view

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Posted on by HS-21081403-0 18
How do I add account  primary contact to "Invoice Product" view?
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Dynamics 365 Sales
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  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,084 Super User 2026 Season 1 on at
    Do you mean that you want to pull the [Primary Contact] of the Account down to a view built on the Invoice Product table? In that situation, you can't pull it down directly. System views will only allow you to pull down a column 1 relationship jump away.
     
     
    If you see the above, you can only move one table back up. So in this case, you can pull any columns from the Invoice down to the Invoice Table (including the lookup field to the Customer), but you can't get to the Green Account table to grab Primary Contact.
    --------------------------------------------------------------------------------------
    Normally, I would recommend using a Formula/Calculated field to pull the name or email of the Primary Contact down to your Invoice Product table. However, at this time those methods don't allow you to reference fields through polymorphic lookups (meaning fields like [Customer] that can point to more than one table). So that option is out.
     
    Instead, I would recommend using a workflow on create of the invoice or change of the Customer to pull the Primary Contact lookup down to the invoice table. This will make it available to add to views on the Invoice Product.
    • Add a custom field to your invoice called [Account Primary Contact]. This should be a lookup field to the Contact table
    • Create a D365 real-time workflow that runs on create of invoice or on change to the [Customer] field. It should populate this new field with the value from the linked Account record
    • You will want to consider if you want to update this value on the Invoice if the [Primary Contact] is updated on the Account record itself. Should that change propagate down? If so, using a plugin or a Power Automate flow can handle that.
    --------------------------------------------------------------------------------------
     
    Following the above, you'll have a reference to the Account Primary Contact on the Invoice record that is visible and usable in views on the Invoice Product table.
  • HS-21081403-0 Profile Picture
    HS-21081403-0 18 on at
    Thank you for the detailed answer. Is it possible to add the Primary Contact and the Invoice Product to the Invoice since they are both one jump away?
     
    This eliminates the need for a workflow (I am new to workflows) and will address previously created invoices. 
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,084 Super User 2026 Season 1 on at
    The "jump" only goes upward in a Many to One relationship. In this situation, you could add the [Primary Contact] from the customer to any system view based on the Invoice table, but then you can't also show individual invoice line items on the same table (at least standard table controls).
     
    One option you could use is the new Power Apps grid control, which includes functionality to create a sub-grid inside a system view. This could be applied to your invoice system view to then show line items.
     
     
    The above link outlines the control and using it. Be sure to look for the setting called "Child Items". This is what allows you to create that nested subgrid inside the Invoice system view.

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