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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How can I connect view...
Customer experience | Sales, Customer Insights,...
Answered

How can I connect views or entities

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Posted on by Community Member Microsoft Employee

Hello,

I have a problem who could not resolved yet.

Is there any way to connect views/entities? For example: I create an opportunity and this is displayed at "My Open Opportunities", the entity is Opportunity. Now I have another custom entity and I want to display the same view with the same data. The idea is that you just have to fill in one form and the data is displayed to several views of different entities (no duplicates are created).

Can someone help me?

Thanks in advanced!

Regards

Marie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I connect views or entities

    Hi Thijs van der Klei,

    Thank you very much for your support! I will check it out asap.

    Best regards

    Marie

  • Verified answer
    Thijs van der Klei Profile Picture
    Thijs van der Klei 780 on at
    RE: How can I connect views or entities

    Hi Marie, 

    There are many possibilities for realizing your requirements. For example:

    • You could add columns of a related entity in a view.
    • You could set up data mappings to copy data from one entity to another entity. There you can display the information in custom fields in forms and views. 
    • You could create dashboards with the information from different entities. 
    • You could create sub grids on a form which display information from a related entity. 
    • You could use quick view forms which display information from a related entity on a form.  
    • You could even use calculated fields for this purpose. 

    Which one to choose? That depends on the user requirements. What wants the user to see where and why does he/she wants that? You could create user stories to get that crystal clear. 

    As a < type of user >, I want < some goal > so that < some reason >.

    Kind regards, 

    Thijs van der Klei

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