Creating Multi-select lookup field

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Posted on 10 Mar 2021 16:33:18 by dynamicsgs

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Hey,

What I'm trying to do is create a reference field where you can select up to 3 accounts at once. So it is really a combination of a lookup field and a multi-select.

We want to be able to search for accounts and select 3 of them in the one field at opportunity level. We know there is an option of creating 3 separate reference fields but we would prefer to create one.

Is this possible?

Thank you in advance

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Answers (1)

LuHao 40,878 on 12 Mar 2021 at 15:09:04

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RE: Creating Multi-select lookup field

Hi partner,

Glad it was resoved.

Please click Yes under "Did this answer your question?". Thanks.
dynamicsgs 190 on 12 Mar 2021 at 12:18:09

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RE: Creating Multi-select lookup field

Ok we have now got this working. Thank you all for your help, greatly appreciated.
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LuHao 40,878 on 12 Mar 2021 at 10:00:53

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RE: Creating Multi-select lookup field

Hi partner,

We should create the intersect entity of N:N relationship manually, so that we can use this entity in the report.

First please read this blog to know how to create the intersect entity of N:N relationship: https://carldesouza.com/understanding-intersect-entities-and-nn-relationships-in-dynamics-365/

For the chart, Piyush has shared the solution. Let me talk about how to create a report.

First we have to create an intersect entity, it has two lookup fields, one is for Account, the other is for Opportunity. Add both lookup fields in the form and view.

Then insert a sub-grid of the intersect entity in both Account form and Opportunity form. So that you can see both sub-grid as the N:N relationship.

When we would add Accounts into Opportunity, new a record for the intersect entity sub-grid, then select an Account in the lookup field.

Next is to create a report.

Group:

Column:

Result:
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ChangeFrenzoId 465 on 11 Mar 2021 at 14:48:13

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RE: Creating Multi-select lookup field

Hey!

You can create charts on N:N related records, please follow below link:

https://crmchartguy.com/2014/11/05/nn-relationship-charts-in-ms-dynamics-crm/
dynamicsgs 190 on 11 Mar 2021 at 11:54:27

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RE: Creating Multi-select lookup field

Hi Lu,

Thank you for this. I have now created the relationship and I can add multiple accounts into the subgrid. The only other thing I am unsure on is how to report on these accounts?

Example Lets say Dynamics Ltd were a reference in this subgrid under 4 opportunities and Microsoft Ltd were selected in this reference subgrid 6 times, we want to create a chart showing Microsoft have been used as a reference 6 times and Dynamics 4 times. How is this report created?

Thanks again for your help
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LuHao 40,878 on 11 Mar 2021 at 06:55:24

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RE: Creating Multi-select lookup field

Hi partner,

I would recommend you create a N:N relationship sub-grid instead of multi-select lookup field.

The multi-select lookup field does not conform to the D365 data structure, and even if you create it, I believe the multi-select lookup field will not display perfectly on views and reports.

So the supported function of D365 to relate multiple records of another entity for a record is the N:N relationship sub-grid.
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Fubar 2,752 on 11 Mar 2021 at 05:41:54

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RE: Creating Multi-select lookup field

Create a many-to-many relationship between Account and Opportunity and then put a Subgrid on Opportunity showing the Accounts (if you still need an easier interface, then you would need to create a PCF Control or custom Web Resource to simplify the adding but you would sill need the many-to-many relationship).

Haven't used it myself and haven't checked what licencing they have but here is one example (and a link to the PCF Gallery with other controls):

pcf.gallery/.../

pcf.gallery/categories to many