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How to Map Form Field to Account

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Posted on by NJD365Partner

I have a marketing form I am creating but cannot go live with it because the parentcompanyid field is required for Contact records. I tried to create a form field called Company Name and map to parent account but cannot determine how to do this.

What is the proper way to have a "Company Name" field on a marketing form that will create/update Contact records?

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PriyaGarg 30 on at

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Hi,

It seems like you are trying to add the lookup field on the Marketing form. try to follow the below steps:

1. Configure the Relevance Search for the reference entity in this case it should be Account.

2. Give Read permissions for the Reference Entity to the Security Role - "Marketing Services User". As Account is a standard entity, so read permissions might be already there.

for more details: docs.microsoft.com/.../marketing-fields

Thanks

Priya
cloflyMao 25,210 on at

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Hi, NJD365Partner

You can see the Data Type of the field ‘Company Name’ is Customer. It’s related to both Contact and Account.

So you just need to map the form field ‘Company Name’ with the options set as the following picture.

In addition, there will be a notification about Relevance search if it’s disable.

To enable it: go to Advanced Settings > Settings > Administration > System Settings > Set up Search and tick the option ‘Enable Relevance Search’.

Finally, enable the relevance search for Account itself and assign full Read permission on the Account entity to Marketing Service User role.

https://docs.microsoft.com/en-au/dynamics365/marketing/marketing-fields#adding-lookup-fields-and-troubleshooting

Hope this will help you.

Regards,

Clofly