MS CRM: Create another ‘primary contact’ for an Account

March 26, 2009 at 5:00 pm | Posted in Uncategorized | Leave a comment

Dynamics CRM 4.0 now allows you to create multiple relationships between entities very easily! Suppose you regularly deal with 2 primary contacts at an account; one in the Sales Department and one in Accounting and would like to expose both on the main form of the account.

First, rename the existing primary contact to ‘Sales Contact’.

Click the ‘Attributes’ item on the menu bar, search for and double-click to open the attribute named ‘primarycontactid’ with a display name of ‘Primary Contact’. Change the ‘Display Name’ to “Sales Contact”. Click ‘Save and Close.’ This will now change how the label for this attribute is displayed on the main form and all views that include this attribute.

Click the ‘N:1 Relationships’ item on the menu bar to begin creating the new Accounting Contact relationship. Click ‘New Many-to-1 Relationship’.

In the ‘Primary Entity’ field select ‘Contact’ since we are looking to create another Contact relationship with the Account. Assign a name that describes the relationship like ‘new_Acctg_Contact’. Enter a ‘Display Name’ like ‘Accounting Contact’. The ‘Name’ of the relationship attribute will auto-populate based on the Display Name you enter. Enter a further description.

Since we are defining this relationship as a single contact and we want to expose on the main form, select ‘Do not Display’ in the Navigation Pane Item area. Keep ‘Relationship Behavior’ set to ‘Referential’. Click ‘Save and Close.

Click the ‘Forms and Views’ item on the menu bar to add the ‘Accounting Contact’ to the entity’s main form. Double-click ‘Form’ to launch the form designer. Highlight the section you’d like to add the attribute to and click ‘Add Fields’ in the Common Tasks area. Check the box next to ‘Account Contact’. Click ‘OK’. Move to the desired location within the section using the green arrows in the Common Tasks area. Click Preview >> Create Form on the form’s toolbar to preview the results before publishing. Click ‘Save and Close’.

Now, publish your customizations. In the Customize Entities center, highlight the Account entity and click ‘Publish’ on the toolbar. This will distribute your changes to all users.

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