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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Going to Contact Profi...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Going to Contact Profile from Account Profile Page

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Posted on by JhoustonBGCDA 29

Hi - is there a way to jump into a Contact profile from an Account profile page?

When I am in an Account (ex. Company - NYC) there is a list of all the contacts that are under that Account. See below

8715.JPG

However, when I click on one of the name, it shows as a quick look in the Account profile page - like below.

2438.JPG

Is there a way I can navigate to her profile from here?

I have the same question (0)
  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    As per normal behavior, when you click on the Contact name, it should take you to the Contact form,

    Can you share a screenshot of your Account form?

  • JhoustonBGCDA Profile Picture
    JhoustonBGCDA 29 on at

    Hi - it doesnt do that. I double click it and it just highlights the text as if it wasnt a link

    Here is the screenshot:

    0160.Capture.JPG

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    This seems like a card form (of contact).

    You should have a Contacts sub-grid, under this section, something like this:

    pastedimage1614374535185v1.png

    When you click here, you should able to open the Contac's main form.

    If you do not have Contacts Subgrid (as shown in the above image), let me know.

  • Community Member Profile Picture
    Community Member on at

    Hi JhoustonBGCDA,

    You can navigate to related contacts in account form with another way.

    pastedimage1614567623334v1.png

    In account form, move to ‘Related’ tab and click ‘contacts’, then you view related contacts, which is the same with related contacts that list under 'summary' tab.

    pastedimage1614567822178v2.png

    Now, you can navigate to contacts form by clicking them.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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