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Microsoft Dynamics CRM (Archived)
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1:N (one to many) Entities Relationship Advanced find/FetchXML Query for Dynamic Marketing List - Dynamics CRM 2016 Online

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Posted on by 155

Hi Guys,

I have implemented a membership solution in Dynamics CRM 2016 Online where a Contact can purchase many different Memberships. Therefore, I created custom Membership Entity and created a 1:N relationship between Contact and Membership.

Overview of the design is

Entities

  • Contact
  • Membership (custom entity)
  • Product

Membership entity has 1:N relationship with Product Entity and Membership entity also has 1:N relationship with Contacts. Basically, membership entity is a bridge between Contact and Product Entity. Every time a contact buys another membership for different product new Membership record is created.

Solution is working fine. However, client wants to create some Dynamic Marketing Lists and they want to add list of contacts who has purchased membership for particular product e.g. Monthly Magazine, Quarterly Magazine or Yearly Magazine.

I am unable to create fetchxml query between contact to membership as contact has Many to One relationship.

Can anyone please help me form fetchxml query or different solution/way so that i can make this work.

thanks you all in advanced

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  • Verified answer
    ashlega Profile Picture
    34,477 on at

    Hi,

      would  not this work in the advanced find(or in the marketing list query setup screen)?

      Contact

          Related Entities->Membership

               Related Entities->Product

                     Product equals ...

  • Dev Dex Profile Picture
    155 on at

    You are a Star!, never realize this :)

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