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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using the contacts ent...
Microsoft Dynamics CRM (Archived)

Using the contacts entity for two types

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Posted on by Community Member Microsoft Employee

Hi,

I am looking to use the Contacts form for two categories of users- Complainant and a Suspect. Currently, I have two different forms for each of them consisting of the fields relevant to a suspect and a complainant. However, my concern is Complainant and Suspect being a look-up field end-up having the suspect's name in the Complainant look-up field too (in my Case form). So it's contradicting the requirement that a suspect can be a complainant in future which doesn't make sense. I am wondering if it is possible to use the Contact entity for both these categories yet them being independent of each other.

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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Using the contacts entity for two types

    You first need to have a type field in Contacts:

    Contact Type: 1. Suspect

                          2. Complainant

    Now create two views for contacts, having filter as  contact type

    Now go back to case form and set lookup specific to one view in each form

    5543.5.PNG

  • Suggested answer
    Goutham A Profile Picture
    Goutham A on at
    RE: Using the contacts entity for two types

    I understand that you need to filter lookup(Complainant /suspect) bases on user type. PLease see if the below  post helps

    community.dynamics.com/.../216439

    easiest way is to have seperate case forms for each lookup view

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Using the contacts entity for two types

    Hi

    I would create a field called Contact Type Complaint/Suspect as your Option Set list

    Then create 2 views (1 to show only Complaint and 1 to only show suspect)

    Then when you add that field to a form change the lookup view on the field properties and it will only bring up the ones you need to see

  • Verified answer
    Haansi Profile Picture
    Haansi 1,431 on at
    RE: Using the contacts entity for two types

    Hi Mokshika,

    You can use Contact for both types.

    I will suggest use a field (column) to distinguish both types, for example UserType it can have two values. For look ups you can filter records with this field.

    Another approach is to use two fields like IsComplainant and IsSuspect and same way in views filter data using these values, you will get only relevant records.

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