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Dynamics CRM 2013 “Add Existing Contact” button missing from Account form after installing SP1

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After Installation of Service Pack 1 for Dynamics CRM 2013 or later, you no longer have the option to add existing contacts via the contact’s associated view on the account form:

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In Service Pack 1 the design changed to defaulting to the “Add New Contact” option and a display rule was introduced to hide the “Add Existing Contact” option.

You can remove this rule following the steps below, I used the Ribbon Workbench for Dynamics CRM 2013

 

1. Install the Workbench solution (requires Silverlight)

2. Create a new solution and add the Contact Entity (you do not have to add related entities). Save and publish.

3. Launch Workbench and in the opening dialog, select and open the solution created in step 2.

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4. Right-click the first “ADD EXISTING“ entry and select “Customize Command“

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5. Under “Solution Elements“ right-click “Mscrm.AddExistingRecordFromSubgridStandard“ and select “Edit Display Rules“

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6. select the “Mscrm.NotOnAccountForm“ rule and click “< Remove“ followed by “OK“

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7. click “Publish”

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After publishing, the pre-SP1 behaviour has been restored:

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Best Regards

Dynamics CRM Support Team

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Comments

  • Anonymous
    March 06, 2015
    Thanks for your post. It's working fine as expected.

  • Anonymous
    March 17, 2015
    Can this be done in 2015 natively without this work around?>

  • Anonymous
    March 18, 2015
    the scenario is the same for CRM 2015. The change had been introduced deliberately and can be reverted by editing the display rule to get the legacy behaviour. There is a new version of Ribbon Workbench for CRM 2015.

  • Anonymous
    March 24, 2015
    The comment has been removed

  • Anonymous
    August 05, 2015
    Removing only "Mscrm.AddExistingRecordFromSubgridStandard" doesn't work! Along with "Mscrm.AddExistingRecordFromSubgridStandard" remove "Mscrm.ShowForManyToManyGrids" .