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How to Map Form Field to Account

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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? 

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to Map Form Field to Account

    Hi, NJD365Partner

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

    7725.z1.png

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

    z2.png

    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’.

    z3.png

    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

  • Suggested answer
    PriyaGarg Profile Picture
    PriyaGarg 30 on at
    RE: How to Map Form Field to Account

    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

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