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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Contact Set Parent doe...
Microsoft Dynamics CRM (Archived)

Contact Set Parent does not show custom entities

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Posted on by OmarSoto100 80

Good Day:

  I created a custom entity in CRM.  It has activities enabled in.  In Outlook, I am trying to set the custom entity as the parent for a contact record in Outlook.  In the Look for Dropdown, I do not see the custom entity as an option.  Bot objects have Append and Append to enabled.  Any thoughts?

Thanks,

Omar Soto

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I have the same question (0)
  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    Hi Omar,

    Did you create a relationship between the contact and your custom entity?

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Agree with Stefan, if you do not have relationship between the entities, you won't be able to relate it. Perhaps a screenshot of your problem will help us help you more.

  • OmarSoto100 Profile Picture
    OmarSoto100 80 on at

    Ravi:

     I have several relationships.  As requested some images.

    This is the screenshot of the problem in Outlook.  I need the entity sub-contractor in the drop down.

    relation-1.jpg

    The next 2 shots are of the relationships already creates.  What you see is the idea that a sub-contractor can have multiple contacts associated with it, but only 1 primary contact.

    relation-1.jpg

    relation-2.jpg

    Thanks for all the help,

    Omar

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    Hi Omar,

    Did you enable the custom entity for Outlook?

    2019_2D00_02_2D00_06-15_5F00_42_5F00_05_2D00_Solution_5F00_-Default-Solution-_2D00_-Microsoft-Dynamics-365.png

  • OmarSoto100 Profile Picture
    OmarSoto100 80 on at

    Hi Stefan:

     Yes. I see it in the Set Regarding dropdown for emails, but not as Set Parent for Contacts.

    Omar

  • Verified answer
    StefanS365 Profile Picture
    StefanS365 3,575 Most Valuable Professional on at

    Hi Omar,

    This won't work in this way with N:N relationships, only with 1:N relationships.

    You should have a lookup field to the custom entity on the contact entity.

  • OmarSoto100 Profile Picture
    OmarSoto100 80 on at

    Thanks!!!

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