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

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Posted on by SBRO

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?

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Layan Jwei 8,112 Super User 2025 Season 2 on at

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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
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Danny Bilodeau 4,918 Super User 2025 Season 2 on at

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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:

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