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Linking an Entity to a Virtual Entity

Posted on by Microsoft Employee

Hi, this is my use case:

I have Contacts information that is an Entity, in it have the standard details such as name, email, phone number, etc.

I then have a "ContactsExtended" entity which is set up as a Virtual Entity.

I want to link the two via an id of some sort (e.g. specify a field called ContactsId that resides in both Contacts & ContactsExtended)

I was wondering if it is possible to set it up such that when I view a particular Contact entity, it will automatically pull in all additionally information from ContactsExtended via the "ContactsId" link.

Any help would be much appreciated! 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Linking an Entity to a Virtual Entity

    Hi, I have the same scenario.

    Is there any news about how to filter the subgrid (Virtual entity: "Bank Transactions" ) based on the main entity "Bank Account"?

    Thank you.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Linking an Entity to a Virtual Entity

    Thanks for the answer! I was thinking something along those lines, but haven't had any luck with this.

    How do you go about setting up a filter on the child entity (in this case Bank Transaction) by looking at the value of the parent (in this case Bank Account's Bank Account Number field value)?

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Linking an Entity to a Virtual Entity

    First of all Virtual entity is new and you have to do your R & D. I hope you should be able setup a relationship between account and transaction, and can bring your data from external resource, and you can show your transaction history under subgrid (virtual entity can be displayed in subgrid) while query your external data you can use  filter query parameters to bring only transaction related to account.

    Check here for more details: docs.microsoft.com/.../virtual-entity-odata-provider-requirements

    Hope it will help.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Linking an Entity to a Virtual Entity

    The requirement is to store as minimal data as possible inside Dynamics and to read as much data and infer relationships from external data sources instead.

    Here is a specific use case:

    I want to have a "Bank Account" entity which has: Bank Account Name, Bank Account Number (which is unique)

    I want to have a "Bank Transactions" entity which is a virtual entity which has: Transaction id (unique), Transaction Amount, Bank Account Number (foreign key to Bank Account).

    When a user views a bank account, it should automatically pull in all related bank transactions via the Bank Account Number as a key.

    Is this possible?

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Linking an Entity to a Virtual Entity

    Can you share what is your actual requirement, why you want to do this ??

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