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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Contact related to mul...
Service | Customer Service, Contact Center, Fie...
Answered

Contact related to multiple accounts

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Posted on by crham 390

Since the Contact has a many-to-one relationship with Accounts how do you handle when a contact is related to multiple accounts?

i.e.  Contact is a customer so we have a customer account Mr. & Mrs. Customer
    Contact also works for a supplier so we have an account Supply Company that he works for.

I definitely don't want to have to create to customer contact records.

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  • Verified answer
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    Community Member on at

    Hi crham,

    You can create a N:N relationship between Account and Contact entity. This will allow you to associate multiple Contacts to an Account.

    Or you can use connections to relate them, it allows you to create N:N associations between entities and it will have an option to specify the type of relationship the Account has with each of the Contacts along with some description:

    Create connections between records in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    I would recommend you use Connection to link contact to multiple accounts, since Account and Contact already have 1:N and N:1 relationships, creating a new relationship may cause confusion between them.

    The Connection has nothing to do with the relationship, and there is no quantitative limit.

    (+) Connect contact to multiple accounts - Dynamics 365 Sales Forum Community Forum

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