web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Question about custom entity views?

(0) ShareShare
ReportReport
Posted on by 370

I have created a custom entity. I have the made a relationship with that custom entity and the order entity. Now in the Details section of the side navigation of the order entity I have a link to my custom entity but when I click on it it doesn't show the custom entities that are linked to the order. I have to add them. Is there any way to customize the view so that it will auto generate with the linked entities. For instance if I  click the existing products link it will show a view with all the products that are linked to the order.

 

Thank you

*This post is locked for comments

I have the same question (0)
  • Al McD Profile Picture
    1,215 on at

    If the relationships are created correctly that should happen on its own.  I've been working on something similar all week.  I created 2 tables, one called VACATION SCHEDULE, and one called VACATION REQUESTS.

    When I open the VACATION SCHEDULE table, I see a link to  VACATION REQUESTS on the lefft hand side that shows the related requests for that groups schedules.

    The relationship I created is as follows:
    Vacation Schedule has a 1:N "Parental" relationship with Vacation Requests.

    We dont use any of the quoting, orders or product areas of CRM though.  Maybe they are structured differently, I am not sure.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans