Prefill Account Lookup Create New Primary Contact CRM 2013

Posted: March 18, 2014 in Dynamics CRM 2013

One of the small annoyances with CRM 2011 was the fact that when you are selecting a Primary Contact for an Account, you can click to create a new contact, however the Parent Customer lookup is not set on the new contact, and so it won’t show up under related contacts for the account.

In Dynamics CRM 2013 I’m happy to see that they’ve addressed this, so that when you create a new contact from the Primary Contact on an account, the account reference is pulled through to the Company Name lookup, and also any other mappings defined on the Account to Contact relationship are pulled through by default.

You can see here I’ve searched for a primary contact, and then clicked ‘+ New’ to create a new contact.

Once the form opens, you can see the account has been set in the Company Name field, and the Business Phone, Address, and Mobile Phone have been pulled through by default as well (Mobile Phone was a custom mapping).


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