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Customer experience | Sales, Customer Insights,...
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How to create 1:1 relationship in MS CRM ?

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Posted on by 15

Hi,

Can anyone please tell how can I create 1:1 relationship in Ms CRM?

Example: I have two custom entity Project and Project Manager. If I have assigned a manager to a Project then same manager should not be assigned to some other project.

--> Project ML assigned to manager "A.Mishra" then A.Mishra should have only one Project (ML). If user to try to assign other projects to A.Mishra then it should throw an error like Manager is already assigned on a Project something like that.

Thanks in advance!!

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  • Suggested answer
    pavanmanideep Profile Picture
    1,331 on at
    RE: How to create 1:1 relationship in MS CRM ?

    Hi,

    You could write a plugin on Project entity, whenever Project entity having project manager as lookup field should only be able to be updated when its null or empty, when it has a value, you can show your required error message through Invalid Plugin Execution exception...hope this helps...

    Cheers,

    PMDY

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