Connect two entities by a field

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Posted on by Community Member

Hi,

It's my first time working on CRM dynamics,and i have two entities that have a common field(CabecId) and i want to get the details to display on a grid view.

I don't understand the workflow of crm yet.I could do it easily on c#, sql ,etc.

So how should i do it?This is crm dynamics 365.

Kind Regard

João Fernandes

PS: I have already the CabecId as field with value as a simple text. So can i still do the lookup way?

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Gopalan Bhuvanesh 11,401 on at

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You can create a relationship between these two entities EntA, EntB (1:N relationship).

You can display EntB records in a subgrid in the form of EntA.

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meenoo 7,316 on at

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Hi H0nestly,

Like Gopalan said, you can create 1:N relationship between entityA and entityB.

Or else, simply go to entityA form, open 'Form Editor' and then navigate to 'Insert' tab and select Sub-Grid to insert on the form.

Now, in the 'Set Properties' window, you will need to select entityB as the data source. Refer below screenshot:

This way, the system will create the relationship between those two entities automatically.

HTH. Thank you.

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Rajkumar Rajaraman on at

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You can refer this:

burnignorance.com/.../establish-relationship-between-two-entities-in-crm

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prt33k 6,907 on at

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Hi,
Consider entity in CRM as SQL tables. So what you need here is a foreign key reference in SQL terminology.
So if you want a field CabecId on Entity A which refer to Entity B, then:
go to Customization->Entities->Entity A-> N:1 relationship -> New Many to 1 Relationship
Here you can add a new relationship which will allow you to refer to Entity B - You can keep the Display Name in Lookup section as Cubec.

(Screenshot below - Select Related Entity as Entity B)

Read more about Relationship here :https://msdn.microsoft.com/en-us/library/gg309412.aspx

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Community Member on at

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Hi, but i want to make a custom relationship between idcabec field only . I dont want the system to do it for me.

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prt33k 6,907 on at

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Hi,

Custom relationship can be achieved by using a 3rd 'bridge' entity.

So basically you create a new entity C which has two lookup - one for entity A and other for entity B.

So Entity C will be N:1 with A and B thus making A and B having a N:N relationship.

Thanks,

PS

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Community Member on at

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Hi, Can't be done in a easier way?

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Jason M. Cosman 5,234 Moderator on at

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Hey H0nestly;

Everyone in the post so far is correct; make a lookup 1:N relationship unless you have a very specific business rule or process that won't allow for it. prt33k is correct in making a custom N:N relationship and that middle entity will allow you to describe the relationship more then just the 1 field if you need that. Overall this is to be used when there is business reason to go this route.

Inside of Dynamics it's important to architect your solution properly. It's important to know that 1:N relationships are able to be utilized for dashboards and charts easily where N:N relationship aren't. There are other thoughts around what's the right approach to implementing relationships but again it's worth looking at the bigger picture of your implementation when doing this.

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Community Member on at

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Okey, How can i populate the lockup field with the data in CabecId?

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prt33k 6,907 on at

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Lookup are reference to you entity. You can just click on it and select the record you want to refer.

www.microsoft.com/.../how-inline-lookup-works.aspx

I would prefer you go to start customization and see how the OOB CRM works to get better understanding.

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