Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to get data from multiple entities combined to another one

(0) ShareShare
ReportReport
Posted on by 35

In our CRM, we have a custom entity (let's say "Sub-client"), which is related to the Account entity. Multiple (1 to 99!) Sub-clients are related to each Account.
The data for the Sub-clients gets sync'ed from an external application via Scribe.

We have a second custom entity (let's say "Regulations") that has one field (say "Regulation Number") whose value corresponds with (but is not related to) the value of one of the Sub-client entity's fields, also called "Regulation Number".

We need to populate a field on the Account for each  Sub-client entity that the Account has. This data will need to come from a field (say "Regulation update") on the Regulations entity, based on the value of the Regulation Number field for each of the Sub-clients.

For example:
Account 1 has 4 Sub-clients: c01, c02, c03 and c04.
Each Sub-client has a different value in the field "Regulation": c01 = 123, c02 = 124, c03 = 125 and c04 = 126.
The Regulations entities' "Regulation update" fields each contain different data: 123 = yesterday, 124 = tomorrow, 125 = next month, 126 = last year.
Account 1 needs to get the data from these 4 Regulation update fields onto its own form in order for us be able to use this data for ClickDimensions.

Does anyone here know of a good way to get this done without adding fields for each Sub-client?

*This post is locked for comments

  • Roland Pot Profile Picture
    Roland Pot 35 on at
    RE: How to get data from multiple entities combined to another one

    Unfortunately it's a monthly recurring thing we're looking at. Each month different 'Regulations' will get updated, and the correct Accounts will need to be notified of the updates if one or more of their sub-accounts are affected by this.

    I think we might have to start looking into a way to use Advanced Find and Bulk Edit of a few new fields to end up with the correct information in a suitable place. Automating this seems to be too much of a hassle, if it's at all possible.

  • Suggested answer
    Temmy Wahyu Raharjo Profile Picture
    Temmy Wahyu Raharjo 2,914 on at
    RE: How to get data from multiple entities combined to another one

    Hi, if you want to take only 1 time for getting the data. You can use QueryExpression. Based on your question.

    Actually you can join your data with join criteria subclient.123 =  regulation.123.

    You can refer to this link for QueryExpression example:

    docs.microsoft.com/.../gg327709(v%3Dcrm.8)

  • Roland Pot Profile Picture
    Roland Pot 35 on at
    RE: How to get data from multiple entities combined to another one

    The data will be stored in a text field.

    The main issue is that we need to get data from a source (Regulations) unrelated to the 'reveiving' entity (Account) through a value on another entity (Sub-client) _and_ there might be multiple sources to get data from.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: How to get data from multiple entities combined to another one

    In your example above, how will you store the 4 values i.e. yesterday, tomorrow, next month, last year? What trigger/ event you want the data to be stored in Account entity?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans