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Customer experience | Sales, Customer Insights,...
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Unable to create two contacts using web form steps

Posted on by 5

Using Microsoft CRM Portal with Dynamics 365. I have created a web form, which ask user to input two contacts one after the another in a single web form with multiple steps :

1. Add a new Marketing Manager - when this web form step is loaded, an INSERT contact tab is displayed, asking to enter name, email and address, after filling details user click on Next

Upon submission, I am linking this contact with account, using parentcontact ID relationship, which means I can associate multiple contacts using this relationship.

On the Next web form step, I want to user to enter another contact,

2. Add a new Finance Manager - Hence in next web form step, another INSERT contact tab is displayed, asking to enter name, email and address, after filling details user click on Next


Now when next step is displayed, it is prepopulating details from previous step, if this is a new insert why it is prepopulating details ?

Even if I update the details in the second contact form, upon submission it is creating only one contact, and it updates the details of the contact, with what I have provided in second step.

How do I resolve this? I want to insert two contacts using same web form.

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