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Microsoft Dynamics 365 | Integration, Dataverse...
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One contact in multiple accounts

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Posted on by 32

Hi,

What do you do if you have one contact that is related to multiple accounts?

For example, in a Group scenario, where Account A and Account B is part of a larger Group A.

I want to be able to assign Contact 1 to both Account A and Account B.

Any help appreciated.

I have the same question (0)
  • Verified answer
    Eiken Profile Picture
    on at

    Hi,

    You can use Connection to link contact to multiple accounts.

    Please refer Lu Hao's answer in the following link.

    Connect contact to multiple accounts - Dynamics 365 Sales Forum Community Forum

  • Suggested answer
    XM-22040801-0 Profile Picture
    11 on at

    Hi,

    In your scenario, you will need to create a N to N relationship between Account and Contact.

    See: learn.microsoft.com/.../create-and-edit-nn-many-to-many-relationships

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