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Associate a contact to multiple accounts

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Posted on by Chandu Reddy

Hello,

Is the only way to associate a contact to multiple accounts and the Contact should able to see both accounts in the Self service portal to create cases.

Eg:

Contact - Chandu

Accounts: Costco and Walmart

Chandu should be the contact for both Costco and Walmart

When Chandu logs in to the Self-service portal, he should able to see both accounts to create cases.

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Community Member Microsoft Employee on at

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RE: Associate a contact to multiple accounts

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Community Member Microsoft Employee on at

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RE: Associate a contact to multiple accounts

Hi Chandu,

Yes, you can associate a contact to multiple accounts when create case in the portal.

By default, there is an OOB field named ‘customer’ in the case form, which can be filled with account value from the contact when you create case in the portal.

So you just need add another account lookup field to the case form.

You can refer following steps:

1.Crete new 1:N relationships, and add lookup fields to the form.

(1) 1:N relationship between Account and Contact.

(2) 1:N relationship between Account and Case.

2.Create entity Permission for account based on contact, which make account lookup view just show records that related to the contact.

3.Test.

Now, leah(contact) logs in portal can view both accounts related to herself when creating cases.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.