web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead record customerid...
Microsoft Dynamics CRM (Archived)

Lead record customerid field - How does it relate to the parentaccountid and parentcontactid fields?

(1) ShareShare
ReportReport
Posted on by Community Member

In the Lead record there is a field called customerid where you can select an Account or a Contact related to the Lead.

There are also two other fields, parentaccountid and parentcontactid where you can also select an Account or a Contact.  I do not understand the relationship between these three fields.

For example.

If the Lead is to me (Michael Starling) and I have a Contact record in the CRM and that Contact has a parent Account (BMT).
The customerid would be either BMT (if entered as a Company) or Michael Starling (if entered as a Contact).

The parentaccountid (if entered) would be BMT.
The parentcontactid (if entered) would be Michael Starling.

We would not want to enter the data twice. So where should we enter it and what is the implication on the functionality of the CRM.

Any help on this would be much appreciated.

*This post is locked for comments

I have the same question (0)
  • razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Michael

    Yes customerid is a lookup to both Account or a Contact related to the Lead.

    parentaccountid allows you to Identify an Existing Parent Account

    parentcontactid allows you to Identify the Existing Parent Contact

    This is useful when we qualify the lead to an opportunity, it can create it against the relevant customer records and help prevent against duplication during qulaification. There are two relationships between lead and account. One for showing the originating lead of an account (1:N from lead to account), and the other is the customer field on the lead form (1:N from account to lead).

    but I could not find any parentaccountid on the lead, maybe its because your using the older version of crm.  you do not need to use all these lookups such as Parentaccount ID  at lead stage unless its for an existing records, so it will prevent creating a Duplicated Account during Qualification.

    Does this answer you question? Please Verify by ticking 'Yes'

    Best Wishes, Raz

  • Community Member Profile Picture
    Community Member on at

    Still confused I am afraid.  The root of our problem is that we never want to create an Account (or a Contact) from a Lead.  The only thing we want to do is to create an Opportunity.  For us a Lead is a lead to an Opportunity only.  So to stop creating duplicate Accounts and Contacts it seems we have to fill in the parentaccountid and parentcontactid fields.  And this brings us back to the problem that we also have to fill the customerid field and we are therfore adding the same infomation twice.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    If you add a relationship between the Contact and the Lead you can change the mapping rules so that the Contact, Account data is filled in for you as well as the rest of the contact/account related info on the form should you wish. When you Qualify the Lead by default it checks those look ups and only creates new accounts or contacts if they are empty and the contact/account main form fields are populated (Think a contact is always created) It then creates the Opportunity and associates it with the record created or linked to. This would meet your need and minimise the data entry.

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

Quick Links

Responsible AI policies

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

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans