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Microsoft Dynamics CRM (Archived)

1:N Relationship in rollup field and lookup field

Posted on by Microsoft Employee

Hi All,

I have an example case between two entities; Mentor entity and Student entity.

I like to have Student entity having a Mentor lookup field which uses N:1 relationship from Student to Mentor, so I can show whose is the mentor of a student in a form

I also like to have a view of Mentor that show the number of Students that the Mentor has using rollup field which uses 1:N relationship from Mentor to Student.

Is there a way to utilize the same 1:N relationship for both purpose (lookup and rollup)? I am hoping that when I set the mentor from the lookup on a student form, that relationship can be used to populate the student count for the mentor view.

Appreciate any possible answer.

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: 1:N Relationship in rollup field and lookup field

    You're most of the way there.  You need that relationship, but then you need a rollup field to do a Count from that relationship.  But you are correct, you only need the one relationship field.

    technet.microsoft.com/.../dn832162.aspx

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