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Ideas on how to link multiple contacts to a custom entity?

Posted on by 65

Hi All,

So I have a custom "reviews" entity which is a simple form to capture periodic reviews with organisations. During the review it's possible that 2 or 3 contacts from that organisation will take part and I'd like to record this ideally using a sub-grid to add existing contacts to the review record.

I have tried creating an N:N relationship between the review entity and contacts, then adding a sub-grid to the review form - this seems to work with the exception of the sub-grid gives no option to add new or add existing contacts so is useless. I am reading different reasons for this and I'm getting very confused with some of the fairly complex workarounds for something that should surely be relatively simple?

Any suggestions for how to do this or if I'm looking at this the wrong way?

So in essence I want to attach multiple contacts to a record in a custom entity. It will need to be possible to attach contacts to more than 1 record in the custom entity (e.g. the same person might take part in multiple reviews).

Any help would be appreciated!

  • Suggested answer
    amb2000 Profile Picture
    amb2000 1,385 on at
    RE: Ideas on how to link multiple contacts to a custom entity?

    I would suggest you create a manual intersect entity. Here is an article that covers how to do this: community.dynamics.com/.../how-to-create-manual-many-to-many-relationships-in-crm

  • Suggested answer
    HungPham Profile Picture
    HungPham 287 on at
    RE: Ideas on how to link multiple contacts to a custom entity?

    Hi dvn92, I think you should separate reviews entity to 2 entities: review and review detail. And review detail, you lookup to review, contact.

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