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Make creation of contact mandatory when creating an account

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Posted on by Will Thomas - Inform

I am creating a custom model driven app.

When a user creates an account record, I want to ensure that the user is forced to create a contact at the same time. What is the best practice for this?

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XM-22040801-0 11 on at

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RE: Make creation of contact mandatory when creating an account

Hi,

Are you talking about the primary contact of the account or a sub-contact?

For the primary contact, you only need to make the field mandatory in fields customization.
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Haig Liu Microsoft Employee on at

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RE: Make creation of contact mandatory when creating an account

Hi Will Thomas,

There are two options here:

1.Use power automate or on-demand workflow to automatically create contacts when a new account is created,

and populate the contact information with account information.

https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/450962/automate-creation-of-contact-account-when-creating-a-lead

2.Using the business rule,

when the account name is populated, the primary contact is set as a required field.