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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Best way to handle Com...
Microsoft Dynamics CRM (Archived)

Best way to handle Competitor Contact

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Posted on by Ummacrm 270

I have the requirement of adding a "contact" to the competitor form.

My initial thoughts were to create a relationship, or flag a contact as competitor, or create a new field for just competitor contacts. 

 

Adding a contact lookup field on the competitor form does not produce the results I'm looking for as there is not relationship there, just a form entry.  Adding a competitor lookup field on the contact form is closer, but I run into problems having more than one contact per competitor.  I could utilize Connections but that seems sometimes difficult for non-technical staff to comprehend and/or report on.

 

Any advice?

 

Thanks

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  • Verified answer
    Sean K Profile Picture
    Sean K 1,537 on at

    Hi Ummacrm,

    You could add a sub-grid to the form related to the contact entity, then you could have more than one contact per competitor displayed on the form.

    Regards,

    Sean

  • Ummacrm Profile Picture
    Ummacrm 270 on at

    I'm going to mark you as the best answer Sean.  Thanks for taking the time!

    The sub-grid was the original idea and your reply made me explore it just a bit more.  To do it correctly I made a new lookup field on the contact form called Competitor Account (competitor lookup).  Created a relationship between contact and competitor, and added your sub-grid to the competitor form.  This satisfies all requirements but it's sloppy.

    Some javascript to handle ensuring a contact doesn't get tagged to an account and a competitor should help maintain data integrity.

    Thanks again.  Peace.  

  • Community Member Profile Picture
    Community Member on at

    Hi Ummacrm,

    Maybe you can do it with javascript, but another solution would be to create a new entity called competitor contacts. That way, you make sure the 2 don't get mixed up, the solution is scalable and you are sure that it will keep on working after updates.

    Just a thought.

    Kind regards,

    Robin

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