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Customer experience | Sales, Customer Insights,...
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Personalization/dynamic content from related Account (parentcustomerid) on contact

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So, I have a client (B2)9 that is exploring the use of personalized content in emails in Customer Insights - Journeys. They target their contacts, who is always related to an account through the polymorphic standard field "parentcustomerid", which can both be an account or a contact. For my client, it is always an Account, though. However, it seems that we are not able to select this values from this relationship (i.e. Account name, Salesperson on Account, etc.) when defining the personalized content. Only the other Account field on Contact (accountid) can be selected, but this is not used by the client.
 
Does anyone know, if there is a way to enable using "parentcustomerid" (and other polymorphic lookups) in personalization? 
 
Best regards
Frederik 
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  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    2,373 Most Valuable Professional on at
    In Customer Insights - Journeys (Dynamics 365 Marketing), polymorphic lookup fields like `parentcustomerid` (which can reference either an Account or Contact) are not directly available for personalization in emails. 

    Creating a Non-Polymorphic Lookup Field 
       - Add a custom Account lookup field (e.g., `custom_accountid`) on the Contact entity. 
       - Use a synchronous workflow or Power Automate flow to copy the `parentcustomerid` value into this field only when it’s an Account. 
       - This new field will then be available for personalization. 



     
  • CU29050634-0 Profile Picture
    2 on at
    blocky blast: If you are using cloud authentication, double check that your account has the appropriate permissions in both Business Central and Azure Active Directory.
     

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