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Dynamics 365 Related Entities

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good morning everyone

i have three data-sets which I have imported into dynamics 365, for example...

set-1 (master entity)

set-2 (child records of set-1, one to many)

set-3 (child records of set-2, one to many)

within the form for set-1 i have a sub grid which shows set-2 records.

likewise within the form for Set-2 i have a sub grid which shows set-3 records.

i also want to show them the other way around

question 1

within the form for set-2, how is it possible to show all related set-1 records?

for example i want to open set-3 and see related set-2 records and open set-2 and see related set-1 records.

question 2

i want to build a view which shows a couple of columns from set-1 and a couple of columns from set-2 and a couple from set-3, whereby a grab the latest record from set-2, then the latest record from set-3.

how can i do this?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Related Entities

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     pastedimage1616478252462v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Related Entities

    Hi Jeff654,

    1.For first question, “within the form for set-2, how is it possible to show all related set-1 records

    As you mentioned above, set-1 and set-2 is 1:N relationship, so each set-2 can have only one set-1 record, one lookup record in set-2 form and one sub-grid in set-1 form.

    You can click lookup field link in set-2 form to navigate to set-1 record form to view more details.

    pastedimage1615972109980v2.png pastedimage1615972295304v3.png

    If you want to view set-1 record in the set-2 form directly, you can add ‘quick view form’ in the set-2 form.

    Go Settings > Customization > Customize the system > Entities > Set-2 > Forms to open one main form, then click .

     pastedimage1615972386582v4.png

    pastedimage1615972452238v5.png

    2.For second question,

    What you need is show fileds from three entities in the same view?

    If so, you can do some customizations in the set-2 view to view it’s parent(set-1) and child(set-2) records at the same time.

    (1)Parent records.

    Go Settings > Customization > Customize the system > Entities > Set-2 > Views to open one main view.

    Add set-2 entity fields.

    pastedimage1615972662793v6.png

    Add set-1 entity fields.

    pastedimage1615972770834v7.png

    (2)Child records.

    Go Settings > Customization > Customize the system > Entities > Set-2 to enable ‘Editable grid’ control.

    pastedimage1615972856959v8.pngpastedimage1615972999223v9.png

    Test result:

    pastedimage1615973656647v10.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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