Hello,
I’m new to Dynamics CRM and have a question to understand the workflow better.
In our organization, an account can have multiple contacts. And some contacts can have multiple accounts (with possible different roles). So I want to make a new entity (manual N:N relation). This is how it should look like:
My question: how to get the “Contact Account Manual N:N” entity populated automatically, starting from the “New Contact form”?
Should I add an account field, commercial role field, billing role field, commission role field, delivery role field, technical role field, monitoring role field to the “New Contact form”, and when saving the form, make a new “Contact Account Manual N:N” record through a process (copying the field information from the “Contact form”)? Can I use the same method for an update?
Is this the way to address this issue or should I approach this on a totally different way?
Thanks for your advice!
