Add Primary Contact to Existing Accounts

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A number of accounts on our online CRM have contact emails associated with them but no primary contact defined. Is there an easy way to add a primary contact in this scenario to the existing accounts without having to manually define each one. (Note:- We are indifferent on which email against the account is defined as a primary contact)

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Tristan 161 on at

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RE: Add Primary Contact to Existing Accounts

You could create a custom workflow step which looked up the contact based on the email address and then assigned that contact as the primary contact on the account.

You could then run an advanced find to get all accounts with no primary contact and an email address, then run the workflow mentioned above on all of these records to assign the primary contact.

Thanks,

Tristan

www.infinityconsult.co.uk

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Hosk on at

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RE: Add Primary Contact to Existing Accounts

you could do an advanced find on contacts who parent account had no Primary contact

Then on these list you could create an ondemand workflow which would set the contact you run the workflow against as the primary contact.

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Alessandro Graps 2,664 on at

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RE: Add Primary Contact to Existing Accounts

Hi,

Maybe this links can be help you:

www.powerobjects.com/.../microsoft-dynamics-crm-data-import-setting-primary-contact-field

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Community Member on at

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RE: Add Primary Contact to Existing Accounts

Thanks for this - can you clarify what fields you use to define the advanced find that returns the contacts who have a parent account with no primary contact. I'm struggling to get any results returned having used the following and its unclear if I'm selecting the correct fields:-

look for Contacts:

Select Accounts (Primary Contact)

Select Accounts (Parent Account)

Primary Contact Does Not Contain Data

Thanks

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Hosk on at

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RE: Add Primary Contact to Existing Accounts

I think you need to do the advanced find using contacts because other wise I can't really think of a way you can assign (many) contacts to an account primary contact field.

Advanced find

look for Contacts

Select Company Name (Account) - this is not a contact field by a choice below the contact fields in related entities.

Primary contact Does not contain data

this is the fetchXML from the select

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

<entity name="contact">

<attribute name="fullname"/>

<attribute name="telephone1"/>

<attribute name="contactid"/>

<order attribute="fullname" descending="false"/>

<link-entity name="account" from="accountid" to="parentcustomerid" alias="ag">

<filter type="and">

<condition attribute="primarycontactid" operator="null"/>

</filter>

</link-entity>

</entity>

</fetch>

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Community Member on at

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RE: Add Primary Contact to Existing Accounts

Thanks for clarifying the advanced find step.

I am also struggling defining the correct on-demand workflow. Can you clarify - I think I'm selecteing the wrong fields - at the moment I have defined the entity within the process as a Contact, and added a step to update Company Name (Account) with the set properties form showing primary contact field box with dynamic value selected as:- (Company Name (Contact)).

I get the message

Contact with ID = ................ Does Not Exist

Thanks

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Community Member on at

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RE: Add Primary Contact to Existing Accounts

see my issue now. the contact I was running it against was incomplete - all works fine now. Thanks for your help.

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Community Member on at

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RE: Add Primary Contact to Existing Accounts

Run an advanced find to get all accounts with no primary contact and an email address, then run the workflow mentioned above on all of these records to assign the primary contact.

you could do an advanced find on contacts who parent account had no Primary contact

https://www.segbo.co.uk/

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