web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to create 1:1 relationship in MS CRM ?

(0) ShareShare
ReportReport
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!!

I have the same question (0)
  • Suggested answer
    pavanmanideep Profile Picture
    1,331 on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 98

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 79 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 48

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans