There is an Attribute called ParentId in CustomerAddress Entity. Will this contain the AccountId or ContactId?
If yes, if I create another Account or Contact with the exact same Address Details, a new record will be created anyway as the ParentId will be different?
Or if the AddressId is going to be stored in the Account Entity, can the same address be used by different accounts or even contacts?
Can Account1 and Account2 or Account1 and Contact2 have the same address?
The relationship between Address entity and Account or Contact entities is one-to-many. It means that one Account can have multiple Addresses, but one Address can be assigned to only one Account.
Answering to your question: no, multiple Account and Contact records can not share the same Address record.
Related
My understanding is that there is a ParentId in CutomerAddress which will be either the AccountId or ContactId. Also, the Account entity has an AddressId.
How does the relationship flow between Account and CustomerAddress? Is the Account referencing CustomerAddress?
If I create a new Account/Contact that has the same CustomerAddress of a previously existing Account, will the same AddressId be used or a different record will be created in CustomerAddress for this Account/Contact? Usually, at least the Telephone number column will be different which will result in creating a new record but if all fields are similar will a new CustomerAddress record still be created?
No, CustomerAddress records cannot be shared. The relationship between Account : CustomerAddress and Contact : CustomerAddress is 1:N. There is no N:M intersection.
It makes it simple to understand, but the downside is we may end up with quite some duplicated data.
Two different contacts had the same email address, after an automatic record creation rule was applied, CRM associated email activities to the wrong contact. I've updated the email address value in one of the contacts (the wrong contact) but it has activities that do not belong to it and I need to move them to the right contact.
How can move activities between two contacts? I cannot merge the contacts as they are legitimate contacts.
I did try to update the partyid field of the activityparty entity but I've got the error message: The update method does not support entities of type 'activityparty'.
What easy way can I use to accomplish this?
In CRM Online I need to link the Account Name field in the Account entity to a lookup table of imported and approved company names. The goal is to require users to pick from an approved list instead of letting them make up a company account name. I know there is an Account Name lookup in Contacts which uses existing Account Name records, but I need the lookup in the Account entity. Thanks for any tips.
If you are referring to a different entity as LookupTable, then create a relationship between Account ans the Lookup Table entity. After that you can use that entity as Lookup attribute in Account entity
CRM renders a Lookup control for a 1:N relationship. What you are trying achieve would fall more into a data validation scenario where users can enter account names from a pre-set list of names.
You can leverage a new event introduced in CRM 2016 - addOnKeyPress which can be easily used to build an autocomplete feature which would be more inline with what you are trying to achieve. If a user doesn't "pick" a value instead types anything in disregarding the autocomplete use attribute control's setNotification to set an error message which would invalidate the save preventing the user from saving the record.
I'm trying to get Contact ID from Email box using ResolveName method but it doesn't returns me the Contact ID Related with that contact.
MS reference https://msdn.microsoft.com/en-us/library/microsoft.exchange.webservices.data.emailaddress_properties(v=exchg.80).aspx
The Id only gets returned if the Contact is located in the users Contacts folder. For Global Address List objects that are returned the Id will always be null because you can't do any further operations on these objects (eg you can do a GetItem on GAL Contacts). The only other valid operation you could do on a GAL contact would be to Load to UserPhoto on 2013 and for this you would just pass the Email Addresss of the contact.
Cheers
Glen
I have a Magento Store. I have exported customers list from customer tab - few of the customers have country or city = NULL or empty.
How this can be possible? Country and city is mandatory fields aren't they?
Any one had the same issue please let me know
Thanks
The country and city fields (and others) are not customer attributes. They are address attributes.
A customer can have an account but no addresses.
Hence you get the customers with no city or country.
To reproduce the (so called) issue create an account then look for that account in the backend grid. You will see there is no city or country for that either.