You’re offline. This is a read only version of the page.
Is there an easy solution for associating more than 1 contact to a Case record ?
Just want it wanted. Thanks a lot!
Hi Shelly,
If you are looking for different between Contact & Customer then this link can help you. Basically with a 'Contac' lookup field, you can only relate a record to Contact entity whereas if you have Customer type then you can associate it to either Contact Or Account.
www.inogic.com/.../commencement-of-customer-type-field-in-dynamics-crm-2016-update-1
www.powerobjects.com/.../customer-fields-comes-to-dynamics-365
Hope this help
Hi Ravi, this helped, thank you for your help :)
Hi Arun, it’s a contact we need. TBH I need to check what’s the difference ?
Hi,
If you want to have another field to store another contact record then you need to create a new lookup field. For this, You can customize the case entity (Form) and add a new lookup field-
Check this video:
If you want to associate multiple Contacts to a case, you need to create N:N relationship.
Check this video:
You can also refer this to understand more about relationships-
Hope this helps.
You should create another 1:N relationship between case & contact, then you will get another lookup to capture this record.
Should it be secondary contact or secondary customer??
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (