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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Foreign keys, Entity r...
Microsoft Dynamics CRM (Archived)

Foreign keys, Entity relationships

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Posted on by Debster25 275

Hi Community,

Is there a way to set a relation between entities based on a field of your choosing?

For example, I would like to set the relation between an account entity and the order entity based on ID from an ERP system.

Meaning, when the ERP ID is changed on the account card, the relationship with the order entity is removed.

Thanks, Debbie

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  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    No out of the box process but you should be able to implement this using custom development, you can have custom plugin which will triger on account update will check if value if this id field is change will disassociate order record for that account. But you need to consider if there is orders which fulfilled how you will be handling them.

    Thanks

  • Debster25 Profile Picture
    Debster25 275 on at

    Thanks!

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