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I created a custom activity entity and I would like to add a N:N relationship to Products but I can not do this. Any ideas how to add the relationship? My aim is to "show" and "link" service products with activities so that the customer can calculate what the activites costs and how many products (services) they have accomplished.
One possibility that I found out is to create the manual N:N relationship, but I suppose it requires a lot more work? Any other ideas?
Yes, you should create Manual N:N Relationship..
It will create an intersection table.
Create a New Entity as intersection table.
Create 1:N Relationship from the activity to this new entity and then 1:N to the Product.
Then your table will have 2 lookup fields to Activity and product.
Maybe the effort is because you create a new entity and Manual N:N you might need to give value to the new_name field and then the user need to create 1 entity record with link to the activity and product, cannot just use Native N:N that just link it each other.
This is an odd design by microsoft. An activity might need to relate to another entity in many ways. the middle entity being required is odd.
Do you have to manually populate the middle entity with all data so that the new activity can look items up in it?
N:N relationships exist for a reason, and not having them makes no sense to me. Can anyone answer the why?
You can create an N:N relationship in Dynamics CRM, but you should only do so if you don't want to be able to store details other than the actual connection between the 2 records.
Otherwise what you create is a 1:N relationship from the first entity to a third (intersect) entity and a N:1 from the third (intersect) back to the second entity. What that allows is the capture of e.g. a start and end date for the relationship between the two records, quantities and comments about the relationship. Often that entity only has the two lookup fields (to entities 1 & 2) and a couple of other fields.
* You can look to use the OOTB Connections as a generic 'intersect' entity / way of showing these relationships and capturing whatever data you need to hold about them.
* A Custom entity (acting as an intersect entity) is often a cleaner way to display this data, making reporting / views simpler for users to understand.
It's not difficult to configure either way.
As for reporting you can :
1. Show a grid of the intersect/Connection entity on either or both of the other records.
2. You can create views / reports from the intersect/Connection entity.
3. If you use a custom intersect entity then you have full flexibility to show any of the fields from either of the other records on that list view. On it's form view you can use quick view forms to display any/all data from either or both of the related entities (1 or 2) on the same form.
Hope that makes it a bit clearer.
I have used this method to create a relationship between activity entity and the contacts entity.
My lookup allows me to select contacts to add to first activity I create, but when I try to add the same contacts to another activity I get an error message "The record is already associated with another record" can you help ?
Tthe relationship shown below works well when creating the first activity record but I get an error "The record is already associated with another record" when I try to add the same contacts to an activity.
Is there a way to create a N:N relationship between and Activity and another Entity ?
Go into Components>Entities>Intersect Entity
Enable the Intersect entity for Activities by ticking the checkbox (note once switched on you can't switch Activities off again for that entity).
Then create a 1:N from Contacts to the Intersect entity.
Thanks for your quick reply.
I had already ticked the Activities box. The relationship is still being treated as a 1:N rather than a N:N
The diagram below shows the relationships created.
In my new activity "Visits" I have the option of two connections to use when I create the lookup field. one for "Contacts" the other for the "Intersect". if I use the "Contacts" relationship it is only a 1:N. The Intersect options shows no records.
I'm sorry - I misread your diagram / have given you incorrect information.
Activities are special. You create a 1:N between an entity and Activities by clicking the checkbox.
If you need to create 1:N from Activities to some other entity the only way to do so is to create that relationship for each activity type. e.g. Task, Email, Appointment, Phone Call, Letter, Fax and so on. That means you have a number of lookup fields on the Intersect entity - one for each activity type (unless you get sophisticated with code).
I must be missing something.
I have created a 1:N from my individual activity "Visits" to the intersect entity. plus a 1:N from "Contacts" to the intersect entity. This allows me to add multi contacts to my "Visits" activity only once. If I try to create a second activity record I get the error message "Record already related" I don't seem to be able to connect my "Visits" activity to the contacts entity with a N:N relationship.
Can you talk me through what you do at a business level?
You have a Contact
You make multiple visits (activities) to them
So far we have 1 Contact : N Visits.
What is the other entity and what data is it recording?
Not to muddy the waters - but you do know that you can attach an activity into several activity parties using the special activity party fields (available only on Activity entities) (e.g. send an email to several people, visit several contacts)?
So far we have 1 visit to multiple contacts at the one site. So I would like to record multiple contacts in the one activity record "Visit".
We have program officers go to an Organisation and interact with many contacts at the one organisation, they then need to record the interaction in one activity.
This works fine for one visit. But if they try to create a second visit and record activity with the same contacts the problem occurs.
I am tyring to replicate what happens in the email party field without the need to create/send email.
Your reference to visit several contacts, is just what I am after. but I cannot see how to
You need a Custom Activity of type Visit - set up like this (although you can Name it 'Visit' rather than 'Custom Activity 1'):
That is all you need.
You then need to use one of the party list fields to capture who you spoke to on that visit. They each behave a little differently - some let you select Contacts and Accounts, others let you select resources and users etc. Have a bit of a play and find the one that works best for the situation you're dealing with. The fields already exist - just put them all on the form and have a play to see what they all do. Customers or Outsource Vendors are likely to be good options. Change the Display Name and Label for this field to something like 'Contacts Visited' and that should do everything you need.
Let us know if you need any further assistance.
I was tyring to create new fields.
Thanks for your patients.
Great. Best of luck.
I do have nearly the same problem. I have to solve the problem to add accounts and contacts to an appointment (standard activity) but to make sure that they are never will be contacted by Outlook!
I do not find a way to add the field "customers" as a fieldtype Party List to the appointment activity
Is ther an other way?
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