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N:N Relationship and Roll up field

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Posted on by Anna0326

Hi.

I have this scenario:

I have a N:N Relationship between account and a custom entity (Code).

Question 1: I really need to calculate number of accounts for every given code. Roll up fields can't be used in N:N relationship. Is there another way to do it?

Question 2: How can I generate a list of accounts associated with several codes?

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Guido Preite 54,086 Moderator on at

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1) you will need to write a plugin

2) you should be able to create an OOB report (https://docs.microsoft.com/en-us/powerapps/user/create-report-with-wizard) to create the list you need

hope it helps

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Community Member on at

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Hi Anna0326:

Answer 1:

Rollup fields can be used for 1:N relationship only, you can't use them for N:N relationship.

You can register a plugin for the "Associate" message, or create another entity manually and build N:1 relationships with Account and Code, then you can use rollup field.

Field with count of relationship records. - Microsoft Dynamics CRM Forum Community Forum

Answer 2:

Using 'Advanced Find' to filter records:

Select code entity under 'Related' tab:

Click 'Results' to show list:

Note:

Make sure that the 'Display Option' is not 'Do Not Display', which affects whether the entity(Code) appears under 'Related' tab in 'Advanced Find'

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Bipin D365 28,983 Moderator on at

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Hi,

If you don't want to write plugin and still use OOB feature then I would recommend you creating custom N:N relationship between Account and Code.

global.hitachi-solutions.com/.../custom-entities-n-n-relationships-dynamics-365-customer-engagement

This way you will have control and should be able to add rollup fields too.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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CRMJetty 3,512 on at

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Hello,

pls refer this article,

https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/290937/how-to-use-roll-up-field-for-n-n-relationship/834835

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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