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Hi,
Thanks in advance for the help !
I want to roll up all child account's sub grid values to parent account and display in parent account. Also it should allow for quick create?
Vamsi.
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Hi Vamsi,
Custom entities with 1:N relationship with account will automatically roll up to parent account when you set the proper View. For N:N relationship to account , you can delete N:N relationship and create 1:N relationship to Intermediate entity and from intermediate entity create N:1 relationship to custom entity. Then Create one more 1:N relationship to intermediate entity. Place both lookup on the intermediate entity and name it as child account and parent account respectively. Trigger a workflow on create of intermediate entity from account that will populate the child account's parent on the parent lookup. Hope it helps
I am not understanding why we will create intermediate entity and trigger workflow.
Please find below blog for creating N: N relationship.
www.xrmlabs.com/.../N-N-Relationship-In-Dynamic-CRM-2011
I am talking about Manual N: N Relationships with intersect entity.
Let me try the above approach.
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