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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Link between Contracts...
Microsoft Dynamics CRM (Archived)

Link between Contracts and Accounts/Contacts

(0) ShareShare
ReportReport
Posted on by Mariano Minoli 205

Hi all !

In CRM 4. Is there any way to restrict the field CustomerID on Contracts to be related (linked) with Contacts ??

I mean, we want that Contracts only can be related (associated) with an account (not a contact). CRM 4 brings the posibility of linking them with Contacts too. We want to restrict this posibility.

Any idea ?

 Thanks in advance,

 

Mariano

Spain

*This post is locked for comments

I have the same question (0)
  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Re: Link between Contracts and Accounts/Contacts
    There is no direct way to restrict this without code that I know of but you can always create a new relationship between contract and account. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Raji Kamber Profile Picture
    Raji Kamber 165 on at
    Re: Re: Link between Contracts and Accounts/Contacts

    Hi,

     You can use the following script in the onload event

    crmForm.all.<fieldname>.setAttribute("lookuptypes", "2");

     

    Regards

    Raji

  • Mariano Minoli Profile Picture
    Mariano Minoli 205 on at
    Re: Re: Re: Link between Contracts and Accounts/Contacts

    Hi Raji !!!

     Thank you very much, it works just like we needed.

     

    Regards,

     

    Mariano

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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

#3
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans