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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Related accounts - cus...
Customer experience | Sales, Customer Insights,...
Answered

Related accounts - custom entity

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Posted on by rv1911 25

Good day!

I am working on setting up a custom entity within a custom solution for Dynamics CRM 365 8.2 on-prem.

The entity should serve the purpose of connecting the companies together or in other words, set up relationships between them. The idea is to add a related company to the parent company, but the relationship should be displayed for both of the companies in the main account form subgrid.

At the moment with my current configuration, the related company is only displayed on the first account where the related company has been added:

pastedimage1604664243736v1.png

The custom entity "Related accounts" has a N:1 referential relationship with the Account entity.

I guess I am missing a proper relationship configuration in order for this to work, but I have not yet figured out how to do this.

Please share your ideas :) 

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Related accounts - custom entity

    Hello,

    If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"

  • rv1911 Profile Picture
    rv1911 25 on at
    RE: Related accounts - custom entity

    Thank you Andrew, we have decided to go with connections.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Related accounts - custom entity

    I have never tried but I assume that connection is like almost any other entity can be displayed on the Sitemap with all of views available.

  • rv1911 Profile Picture
    rv1911 25 on at
    RE: Related accounts - custom entity

    Thank you for your suggestion Andrew. Is there any way to display all of the connections without using the advanced find? I mean something like displaying the Connections on the sitemap and displaying all of the views there.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Related accounts - custom entity

    Hello,

    It's not the idea but recommendation - don't reinvent the wheel and use connections.

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