Issue while creating Parent Account from lookup on Account Record

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Posted on by devwork

Hi,

In Dynamics 365 CRM, I have created an Account which have Parent Account lookup. I am creating a Parent Account with option “New Account” on that lookup. When I click on the search for a Parent Account and then hit New to add a new Account to be the current Account's Parent. It puts the current account into each of the Account lookup fields and then we end up with a circular reference.

Also, receiving below error message as “You are attempting to create a parent or link a record with itself. This would create a circular reference, which is not allowed. You must select a different parent.”

Anyone else facing the issue? It would be helpful if provide any solution/assistance for the same.

Thanks,

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Easy answer for you - write a script that will clean-up parentcustomerid field on the account during onload/create. That should resolve your issue.

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