News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... CONTACTS

Service | Customer Service, Contact Center, Fie...

Suggested answer

CONTACTS

(1) Share

Report

Report

Posted on by abruzzi

Can you create a contact with no account association. I have contacts that I want to associate with multiple accounts, for instance, a property management company. I don't want to set up an account for the management company. Is this possible?

Categories:

Dynamics 365 Field Service

All responses Img

All responses (2)

Answers Img

Answers (0)

HughTonking 3 on at

Like (0)

Report

CONTACTS

As long as the 'Account' field on your contact form is optional, you can create a contact without populating this attribute. as VaHiX has said, a contact can only have one account as it's parent. (https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/customer-entities-account-contact?view=op-9-1)

If you need to store and identify relationships between a single contact and multiple accounts, then the Connection entity could be a good way to achieve this. The Connection allows you to connect any record to any other record and optionally specify a role to better describe the connection.

You can then organise and report on these as needed.
Suggested answer

VaHiX 3,241 on at

Like (1)

Report

CONTACTS

Yes, it is possible to create a contact without associating them with an account and it is optional

But a contact can be associated with upto one account at a time.
https://learn.microsoft.com/en-us/dynamics365/sales/accounts-contacts#create-a-contact

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2

Martin Dráb 230,445 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans