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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / How to add an existing...
Supply chain | Supply Chain Management, Commerce
Answered

How to add an existing Contact person to an existing Customer account

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Posted on by SBRO 28
Hi,
 
In the system we have an existing contact person and an existing customer account. Now we need to link this contact person to the customer account. It however seems not possible as we get this error: /A Contact relationship can only be created by creating a contact./ But what we are asking should just be possible right? Contact relationships change all the time. In CRM this is not a problem and now F&O via dual write is giving us issues with this. 
 
 
What are we missing here? 
  • Verified answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,308 Super User 2024 Season 1 on at
    How to add an existing Contact person to an existing Customer account
    Hi SBRO,
    So your question has to do with how can you add the same contact to several customers using dual write, now how you can do it directly in the application, correct.
     
    Because in D365, you can add the same contact to several customers, you just need to do it from the Customer, create a new contact and use the same contact party id.  You'd get this:
  • Layan Jwei Profile Picture
    Layan Jwei 7,340 Super User 2024 Season 2 on at
    How to add an existing Contact person to an existing Customer account
    Hi SBRO,

    I just tried it and got the same error. I would say it's because of the relation between CustTable and ContactPerson


    So same contactPerson can only relate to one party (customer). so it's not 1 to many

    Also ContactPerson uniqueIndex is ContactPersonId, if the unique index was ContactPersonId + ContractForParty, then it would have worked i guess.  

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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