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Reporti have an issue to solve within Dynamics CRM. This relates to the entities of Contact and Account.
The flow starts from the main CRM page where we have a + sign to quick create many things including a contact. Once clicking on the Quick create contact, a quick create view pops up on the right. One can then complete the fields, on the form we can create an Account as well. The Account is a Lookup field where one can create an account, once new is clicked a quick create account also appears and within that account create form a primary contact field exists. The experience feels like a loop and i wish to have the primary contact be the first create contact (although it does not really exist yet.)
The flow starts from the main CRM page where we have a + sign to quick create many things including a contact. Once clicking on the Quick create contact, a quick create view pops up on the right. One can then complete the fields, on the form we can create an Account as well. The Account is a Lookup field where one can create an account, once new is clicked a quick create account also appears and within that account create form a primary contact field exists. The experience feels like a loop and i wish to have the primary contact be the first create contact (although it does not really exist yet.)
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