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MS CRM 2011 ONLINE - Same contact for multiple accounts RRS feed

  • Question

  • Any suggestions how to implement one contact to multiple accounts?

    Maybe just a new N:N relation between the contacts and the accounts? Of course with that we might lose some functionality but is there any better option to do that?

    Friday, August 23, 2013 8:20 AM

All replies

  • You could use Connections for the same. It is in a way the OOB N:N for Contacts & Accounts. You will be able to set the Role that the contact plays in each account etc..

    Hope this helps!


    Mamta

    • Proposed as answer by Mamatha Swamy Friday, August 23, 2013 11:45 PM
    Friday, August 23, 2013 11:44 PM
  • You could use Connections for the same. It is in a way the OOB N:N for Contacts & Accounts. You will be able to set the Role that the contact plays in each account etc..

    Hope this helps!


    Mamta


    Yes, that could be the solution, thanks. But the problem is that the customer wants so simplified system, that if they must set things in many places, they want not to use whole crm.
    Monday, August 26, 2013 5:36 AM