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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Adding secondary contact
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Adding secondary contact

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Posted on by BSW 5

Hi,

How do I add a secondary contact in Dynamics 365.

I can add a primary contact to an account. But how do I add additional secondary contacts?

More specifically I want the secondary contact to be some one that works for a different organisation.

Cheers

Ben

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at
    RE: Adding secondary contact

    Hi Ben,

    May I know what you mean by "some one that works for a different organisation"?

    Does the owner of the contact records belong to the organization (root business unit)?

    pastedimage1647248717694v1.png

     

    If yes, it can be achieved by creating a new N:1 relationship between Contact entity and Account entity.

    Please refer to the following documentation:

    Create 1:N (one-to-many) or N:1 (many-to-one) table relationships in Power Apps overview (contains video) - Power Apps | Microsoft Docs

     

    If no, it cannot be done unfortunately.

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