Matching Existing Contacts Using Sub-Grid on Account Form

(0) Share

Report

Posted on by Taybo510

150

I feel like this is a silly question, but I can't seem to find an answer when I have searched. We have a Contact sub-grid on our Account form that we use to display all Contacts linked to the Account. Using the sub-grid, if we choose to add a new Contact (Quick Create Form), the Contact that is generated is matched to the Account via the Company Name Lookup field. However, if we have an existing Contact and use the sub-grid to add it, I am unsure how the link is made. When I check the Contact after matching in the sub-grid, the Company Name field does not have the matching Account linked. Further, if it was a new Contact, and you went into that new Contact and cleared out the Company Name field after, the Contact is still linked to the Account via the sub-grid. How is this sub-grid view connecting the records? Is it making a background Connection? Is there a way to view all of these "Connections" so we can verify Contacts are linked properly? Any additional information is greatly appreciated, thank you! :-)

Categories:

Other Functionality

All responses (5)

Answers (2)

LeoAlt 16,329 on at

Like (0)

Report

RE: Matching Existing Contacts Using Sub-Grid on Account Form

Hi Taybo510,

Thanks for your understanding and recognition.

If my answer is helpful , please mark my answer as verified so that we could help more other users with similar issues.

Best Regards,

Leo
Taybo510 150 on at

Like (0)

Report

RE: Matching Existing Contacts Using Sub-Grid on Account Form

Thank you for the detailed response! I responded to Tyler in this thread, but wanted to let you know too this was my error (subgrid was setup incorrectly). The information you shared though was very helpful, and I appreciate how thorough you were with everything! :-)
Taybo510 150 on at

Like (0)

Report

RE: Matching Existing Contacts Using Sub-Grid on Account Form

I didn't setup my subgrid correctly. I was using some other 1:N relationship field that I didn't have visible on my form, which was causing me issues. Thank you for your help!
Verified answer

LeoAlt 16,329 on at

Like (0)

Report
RE: Matching Existing Contacts Using Sub-Grid on Account Form

Hi partner,

I have tried in my instance(1710 (9.1.0.2251) online) and everything is ok here.

As you know, Contacts link to accounts through "Company Name" look up field in Dynamics 365 and here are my testing results.

1.First of all, let's have a look at the "Contact" sub-grid on the account form. The picture shows that this sub-grid only display related records, you can also change it to show all Records( If so the records in the contact sub-grid are not necessarily associated with this account ).

2.Then I created a new contact and it will link to this account automatically.

3.Then I remove the company name of this contact and then save my update.(When we finish editing records, we should click the save button at the lower right corner of the page). We can see that the "contact_b abc" disappeared in the sub-grid.

4.Then I added an existing contact to this account, the "company name" had changed to "Partner Sample" automatically.

In the following pictures, we can see that the contact "Alex wu"'s company name was "Northwind Traders", but after we linked her to account "partner sample", the company name changed to "partner sample" automatically.

There are 2 ways to add existing contacts to accounts(Here we used function 1).

Add existing contacts through contact sub-grid in account form.

Change company name to the account which you want to link to on contact form.

Here are some articles about contacts and accounts for you.

docs.microsoft.com/.../customer-entities-account-contact

crmtipoftheday.com/.../ways-to-link-accounts-and-contacts

Hope it helps.

Best Regards,

Leo
Verified answer

TylerS.Dev 725 on at

Like (0)

Report

RE: Matching Existing Contacts Using Sub-Grid on Account Form

*Edited, sorry I misread your questions

They are linked through lookup field Company Name (parentcustomerid), the relationship is 1:N out of the box called contact_customer_accounts . You can find this under customization, account entity, 1:N relationship.