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Hi Guys,
In MS CRM I have two entities Accounts and Contact .
In Contact I have added Company Name . Now some one uPloaded excel and updated all company name with full name , email
Now this Company name is mapped with Account entity .
Like this how i can map full name(Contact Entity) to get mapped with Account(Primary Contact).
Do I need to write plugin , or workflow for this .
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The problem here is, you would have many contacts for an account. You will have to select only one contact as primary contact. How can you identify the primary contact within the list of contacts of that Account?
Are you trying to import data?
If yes then do you want on contacts to be mapped with the customer field?
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