Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Many to Many relationship Contacts & Accounts

Posted on by 275

Hello,

I could use some help with the following. 

I have a need to set up a many to many relationship for Accounts and Contacts.

I have created a new enitity for this where it is possible to create multiple relationships between Contacts and Accounts.

The problem i am facing is for example in an opportunity, when I want to enable users to select contacts based on related records > accounts. 

The relation between the contact and the account is kept in this special entity, so adding these fields on the opportunity form is not a problem. What is a problem though is when the user clicks on the contact hyperlink, he expects to be taken to the contact record in the contact entity, but instead he is taken to the entity where the relation is kept between contacts and accounts. This is not very user friendly. I can imagine that this is not an uncommon client requests, so I hope people can share their experience and possibly solutions to this not so nice configuration in CRM.

Thanks much, 

Debbie

*This post is locked for comments

  • Suggested answer
    Rahul-Waghmare Profile Picture
    Rahul-Waghmare 990 on at
    RE: Many to Many relationship Contacts & Accounts

    Change the Look for & Look in using Javascript.

    Like,

    document.getElementById("contactid_i").setAttribute("disableViewPicker", "1");

    document.getElementById("contactid_i").setAttribute("defaulttype", "1");

    document.getElementById("contactid_i").setAttribute("lookuptypenames","account:1:Account");

    document.getElementById("contactid_i").setAttribute("lookuptypes", "1");

    Regards,

    Rahul

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans