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Make creation of contact mandatory when creating an account

Posted on by 5

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?

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    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.

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    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.

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