Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 46379

Need a nice solution for indicating whether a contact is a primary contact of an account on the contact record.

$
0
0

Howdi folks!

I have the following requirement: Ability to indicate on a contact record whether that contact is set as a Primary contact on an Account record.   The contact may or may not have that Account set as it's parent Account.

There are also a number of other lookups on the Account to the contact entity and I would like to indicate on the contact record whether that contact record is set in any of those lookups.  The reason for this is that these are key notification contacts and I need to make it obvious to users that this is the case so they take extra care with them.  Ideally I'd set some flags so I can utilise synchronous workflows to prevent them being deactivated when they are one of these contacts. 

Is anyone aware of a way of achieving this by being creative with native functionality? I don't think it's possible but I feel like there may be something I'm missing.

The query is all there for the taking in Advanced Find

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
  <entity name="contact">
    <attribute name="fullname" />
    <attribute name="telephone1" />
    <attribute name="contactid" />
    <link-entity name="account" from="primarycontactid" to="contactid" alias="ab"></link-entity>
  </entity>
</fetch>


 If not I'll just have to admit defeat and solve with a plugin.  

Thanks in advance.

Alex


Viewing all articles
Browse latest Browse all 46379

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>