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BramVeldeman
Frequent Visitor

Contact Table: Account lookup column is disabled

Hello,

 

could someone help me with the following?

In Dataverse there are 2 standard tables: Accounts / Contacts.

Contacts has a lookup Column towards the Accounts. Could anyone explain why this lookup is disabled? Or is this something particular in our environment?

Also when using Edit in excel the column isn't available.

BramVeldeman_1-1681474525670.png

 


Thanks in advance.

Kind regards,

Bram

9 REPLIES 9
Mira_Ghaly
Multi Super User
Multi Super User

Hi @BramVeldeman

 

This can be a permission issue, so you need to check the security roles assigned to you and then on each security role you need to check the permissions you have on the account table.

 

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

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ThomasKison
Regular Visitor

Hi Bram,

 

I am very new to the Dataverse, but hope I can help.

First of all, the column you are actually looking for is probably "ParentCustomerId".

 

Anyways, it's also read-only in the table view. Same thing with the lead-table to account relationship. But changing the value within a flow, in a PowerApp or directly through the API works afaik. 

 

Hope this helps

Tom

BramVeldeman
Frequent Visitor

Hello,


Thanks for the feedback.

the idea is to upload contacts linked to a vendor.
We uploaded vendors in the accounts table and now I wanted to upload the linked contacts in the contacts table.

But I have the feeling I miss the idea of Microsoft in these tables..
1) Why cant I link a contact directly to an account record?
2) why are these fields disabled for editing.

 

Like I said we want to use the standard dataverse tables but we want to make the right choices and don't want to ruin them.

Thanks in advance!

Regards,

Bram

Hi Bram,

 

I don't quite get the idea of what you are looking for to achieve. 

 

You can actually link the contact to an account. That works fine. A contact can have exactly one account associated to it. IMHO you can't do it directly in the table because it's a multi column lookupfield. But you can actually do it through a flow or the API or directly in the Dynamics Sales or Customer Service App.

 

Best regards 

Tom

 

 

BramVeldeman
Frequent Visitor

Hello,

We want to create our own little contact application for our company. Goal is to have one contact list for everyone iso a lot of seperate excel lists, word documents, personal notes etc.


Our idea was to use the standard provided tables in dataverse (we wanted to start with vendors)

- Upload vendors into account table

- Upload and link contacts in contact table

- Create a small application where everyone can add / modify / lookup contacts. 

But now I have doubts whether we should use those standard tables.

Anyone else that created something like this in dataverse? 
Kind regards,

Bram

Hi Bram,

 

Sorry, I didn't mean to confuse you. You are right, and yes you are on the right track using the default tables. 

But you just can't do it in the table edit screen on the Power Platform Site manually, and I assume you don't actually want to import everything from scratch.

 

If you have questions on how to import the data from Excel or Sharepoint lists or whatever, or having challenges on how to create a Power App that fullfills your needs, feel free to open a new Post, but I think your initial question is answered, isn't it?

 

Best regards,

Tom

I just quickly created a model driven Power App, and this is how it could look like. (Sorry for it being German, but I hope you get an idea on how it may look like) What you can see, is the "related contacts view" of an account.

ThomasKison_0-1681936074170.png

 

BramVeldeman
Frequent Visitor

Hello,

 

Just to inform u guys and maybe a next person who struggles with this table

- Edit in excel doesn't allow a user to change / modify the account that is linked to a contact.

- We made an excel on our sharepoint environment and mapped that excel with the contact table. Via the power automate flow, are able to modify the linked account.

Regards and thanks for the advice,
Bram

aofosu
Helper I
Helper I

The reason why it is disabled is because is designed to store GUIDs of a related account. You can't edit it in Dataverse but with a cloud flow you can insert the GUID of that account in there so that it follows the data model described here: Customer tables (account, contact, customeraddress) (Microsoft Dataverse) - Power Apps | Microsoft L...

 

If you wish to use another field to associate an account with a contact you can utilize the "Company Name" in the contact table which allows for edits in Dataverse or a model-driven app. 

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