customerid And customeridtype
Use the customerid field to set the ID of the account or contact to which an object is related.
You can associate the following objects with either an account or a contact, but not both.
When setting the customerid field, set the customeridtype to indicate the type of ID that has been supplied in customerid. Use either:
- Account
- Contact
Set the Dynamics 365 primary ID, which is a GUID, for either a customer or a contact, and set the customeridtype to value of 1 for account, or a value of 2 for contact.
| Object | Field |
|---|---|
| contact | customerid, parentcustomerid, billingcustomerid |
| contactdetail | customerid |
| customeropportunityrole | customerid |
| customerrelationship | customerid |
| customerrelationship | partnerid |
| incident | customerid |
| invoice | customerid |
| lead | customerid |
| opportunity | customerid |
| quote | customerid |
| salesorder | customerid |
To set customerid and customeridtype:
- Use
seek steps to assign the values, and add the seek step before the object you
want to associate (account or contact).
This configuration sets customerid and customeridtype using the values returned by the seek operation. You do not need to create data links for these fields when you use the seek step method.
- Use
data links, lookup functions, and fixed value links, and create a data link
between a value in the source and the customerid:
- Use the DBLOOKUP function on this data link to return the accountid or contactid.
- Create a fixed value link for the customeridtype. Set the value to either 1 (account) or 2 (contact).
See also