web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Supply chain | Supply Chain Management, Commerce
Answered

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

(1) ShareShare
ReportReport
Posted on by 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? 
I have the same question (0)
  • Layan Jwei Profile Picture
    8,049 Super User 2025 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
  • Verified answer
    Danny Bilodeau Profile Picture
    4,687 Super User 2025 Season 2 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:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 875

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287 Super User 2025 Season 2

#3
Sagar Suman Profile Picture

Sagar Suman 235 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans