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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

One contact in multiple accounts

Posted on by 30

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.

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: One contact in multiple accounts

    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

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: One contact in multiple accounts

    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

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