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Help with Dataverse relationships

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Posted on by Learner23

I am using OOB tables (contact and Account) and a custom (Application) table for one of my requirement. The requirement is to submit application from portal and later validated in D365. 1 account can submit many applications (1:N - Account:Application), Many contacts can be part of an account (N:1 - Contact: Account) and a contact can submit many applications (1:N - Contact:Application)

How to create relationships between these tables. I want to generate an application number once the form is submitted in the portal. The application should list all the details including account and the contacts.. How to achieve this.. ?

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Haig Liu Microsoft Employee on at

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RE: Help with Dataverse relationships

Hi Learner23,

We can place a custom form on the portal, and setting filters for the custom lookup fields can further reduce the number of results displayed.

We can also use list to display records from custom tables:
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Bipin D365 28,959 Super User 2024 Season 1 on at

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RE: Help with Dataverse relationships

Hi,

Create new custom entity and create below fields in custom entity

Account lookup

Contact lookup

Application (custom entity) Lookup