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Is there an easy solution for associating more than 1 contact to a Case record ?
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??
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:
www.youtube.com/watch
If you want to associate multiple Contacts to a case, you need to create N:N relationship.
You can also refer this to understand more about relationships-
Hope this helps.
Hi Arun, it’s a contact we need. TBH I need to check what’s the difference ?
Hi Ravi, this helped, thank you for your help :)
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
Just want it wanted. Thanks a lot!
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