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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Linking entities
Microsoft Dynamics CRM (Archived)

Linking entities

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Posted on by Emma H 65

Hi Community,

I am querying how to link two entities together. I have created a new entity (called Restaurants) to add to our master entity (our account form) and I can't seem to link the both together. I have created a tab on the master entity, but it wont allow me to add the new (restaurant) entity into it. I have also created a relationship (N:1 - Many restaurants to one account) to both entities that can be seen when searching in the relationships. Am I missing something else? Do I have to create a work flow before both entities can be synced together? Any information you can provide would be highly appreciated.

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  • Nina Z Profile Picture
    Nina Z 10 on at
    RE: Linking entities

    Hi Emma,

    To link an entity B inside the entity A, yes you need to create a 1:N relationship and also a N:1 relationship. And go to entity A's form, select a section you want to add that entity B on, click on "sub-grid" and set properties will pop up. Select related entity and next line pick "restaurant". Then you will be able to see it in the account form.

  • Verified answer
    Shaminderpal Singh Profile Picture
    Shaminderpal Singh 1,565 on at
    RE: Linking entities

    Yes, Add a section in your tab and then insert a subgrid in it which will show you the list of entities. Select the entity which you want to show on form.

    Hope it Helps.

    -Shaminder

  • Emma H Profile Picture
    Emma H 65 on at
    RE: Linking entities

    Hi Shaminder,

    Thank you for a response. I haven't added a Sub Grid, I've added a 1 Tab. Do I need to add a Sub Grid?

  • Shaminderpal Singh Profile Picture
    Shaminderpal Singh 1,565 on at
    RE: Linking entities

    Hi Emma,

    Are you trying to add subgrid in your new section and  your entity is not coming in the list. Is this what you mean?

    -shaminder

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