moving data from previous relationship RRS feed

  • Question

  • We had been using the OOB 1:N relationship contacts > accounts but had the need to create a custom N:N in order to link contacts to multiple accounts... is there a way that we can associate the contacts that were linked to accounts via the OOB 1:N relationship to appear in the new N:N?
    Thursday, February 20, 2014 7:20 PM

All replies

  • Not out of the box.

    But what you can do is instead of using the N:N functionality.. Look into using Connections.

    Using connections would allow you to utilize workflows runned on contacts, to move the relationship from account to contact over to the connection entity.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Thursday, February 20, 2014 9:32 PM
    Thursday, February 20, 2014 9:32 PM