Relating one contact to multiple accounts

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Posted on by apangeles

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Hi, everyone,

Can anyone help me with this use case? Recent consultations and feedback gave me the direction of single users/contacts relating to multiple accounts. I've tested and noticed that the Company Name column in the contacts table only receives one entry. The idea that I have is to simply create multiple Company Names (lookup column) that would satisfy the need. And, on the relationship side of things, it would create multiple one-to-many relationships.

Is my approach correct? Thank you.

@OliverRodrigues @Inogic

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Inogic 1,291 Moderator on at

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Hi,

I think you should use "Connections" for your scenario to link one contact with multiple accounts. You can refer this Microsoft document on Connections - https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/connection-entities?view=op-9-1

Also you can see the verified solution by "Lu Hao" in this community forum post who have same scenario as yours https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/403664/connect-contact-to-multiple-accounts

Hope this helps.

Thanks!
Inogic Professional Services
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apangeles 252 on at

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Hi, Inogic, thank you for these resources. I'll test them out!

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Inogic 1,291 Moderator on at

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Hi @apangeles

Did our suggestions work for you? If yes please mark it as accepted solution or else let us know if you need any further assistance.

Thanks!
Inogic Professional Services
An expert technical extension for your techno-functional business needs
Power Platform/Dynamics 365 CRM
Drop an email at crm@inogic.com
Service: http://www.inogic.com/services/
Power Platform/Dynamics 365 CRM Tips and Tricks: http://www.inogic.com/blog/

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oliver.rodrigues 9,475 Most Valuable Professional on at

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I haven't played around with Connections + Portals, not sure how Portals deals with connections.

Quick question @apangeles, can the same contact be part of multiple accounts? Have a think if you want you need is a 1:N or N:N.

There is an OOB 1:N relationship which you might be able to use, it's called Primary Contact, this is represented by a lookup in the Account table, and by a subgrid on the Contact table.

Hope this helps

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