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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Same Customer Contact ...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Same Customer Contact supports multiple Customers in same Customer Group

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Posted on by Ian_P
We have the scenario where the same Contact supports multiple Customer sites for their company.
 
Our current setup is that we create that Contact against each Customer, so there can be 30 instances of the same Contact, each with a different Customer selected.
 
How can we have a single Contact for a single actual person/email address and use them across multiple Customers?
 
We filter the available Contact selection to only Contacts that are linked to the selected Customer (Account) in a Case.
  • Ian_P Profile Picture
    Ian_P on at
    Same Customer Contact supports multiple Customers in same Customer Group
    No solution at the moment Brent. We did not try creating a new 1:N relationship yet.
  • brentf Profile Picture
    brentf on at
    Same Customer Contact supports multiple Customers in same Customer Group
    Ian, did you come up with a solution for 1 Contact to multiple Customers in BC?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Same Customer Contact supports multiple Customers in same Customer Group
    Hi Partner,
    Maybe you need create one custom 1:N relationship between Contact and Account tables.
    Then you can get one contact lookup column in the Account table, add the lookup column to the form of the account.
    Now, you can select same contact on multiple contacts.
    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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