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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

contact roles?

(0) ShareShare
ReportReport
Posted on by

Hello, the app I'm working on has users and contacts. One or more users may belong to a team. Based on the nature of the particular business environment I work in, a contact may have the same logical role(s)/team(s) as a user in some scenarios. However, only users (not contacts) can be associated with teams and roles in CRM.

We have managed this scenario in the past by adding a "Contact Type" section to the Contact form. This section has a set of checkboxes for different roles like "Is [Role1]", "Is [Role2]", etc. Can you think of a more structured/native way to manage these associations in CRM?

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    I decided to create a new "Contact Role" entity to store a list of the different potential roles for a Contact.  I created a relationship between Contact and Contact Role to allow the selection of multiple Contact Roles for a Contact.  This is a more structured approach than simply adding indicator checkboxes to the Contact form.

    However, I'm wondering if "Role" is a good name for this?  This association is really only used to classify a contact for different purposes.  There's no related access control rules so I'm wondering if there's a better word than "Role "to describe this association?  What are your thoughts?

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Varsha deshpande Profile Picture

Varsha deshpande 5

#2
NeerajPawar Profile Picture

NeerajPawar 2

#2
jlattimer Profile Picture

jlattimer 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans