CRM Watcher

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Sunday, January 14, 2007

Primary Contact not Account related

When you add a new Account to Dynamics CRM and (immediately) add a Primary Contact from the same form (a new Contactperson) via the Lookup button and then 'New', the newly created Contactperson is not related to the Account.

If you open the Account form, the Contactperson is defined as a Primary Contact, but when you click on this Primary Contact you'll see there is no related Account... (You'll get the same result if you click on Contacts).

This can be fixed by making the AccountId attribute of the Contacts entity 'Business Required'.