web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Primary Contact field ...
Microsoft Dynamics CRM (Archived)

Primary Contact field on Account form

(0) ShareShare
ReportReport
Posted on by sdnd2000 2,510

Hi, I have associated the contact to an account by fields mapping, I can see the contacts displayed in the contact pane on the account form, but for the primary contact pane, what field to map when I import the contact data so that it displays the details automatically?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Primary Contact field on Account form

    Hi sdnd,

      since you are importing contact records, primary contact field on the account entity won't be updated automatically. You can either update it after you have imported the contacts (as Gopalan suggested above), or, possibly, you can automate this process by creating that kind of workflow. It has to know, somehow, that the contact being imported is supposed to be a primary contact for the related account, so that would be the purpose of that extra column/field.

  • sdnd2000 Profile Picture
    sdnd2000 2,510 on at
    RE: Primary Contact field on Account form

    the relationship was created. I need extra column in the spreadsheet?

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Primary Contact field on Account form

    If you know which is the primary contact when importing the data, you might create a new "two options" field on the contact entity and attach a workflow to it.

    When that field is set to "true", that workflow would go to the related account and update "primary contact" field on the account record

    If you do it before importing the data, everything will happen automatically (but you'll need to include that extra column into your spreadsheet)

  • Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at
    RE: Primary Contact field on Account form

    Hi

    You would have to set the primarycontactid in account, after importing all the contacts.

    This is a Contact (1:N) Account relationship.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans