Skip to main content

Notifications

Customer Service forum

Two entities in Dynamics crm, how to use the same entity name?

Posted on by 353

E.g. In crm, I want to two entities: Vandor and Account with same name, how to do that?

Thanks in advance.

  • Datadvancer Profile Picture
    Datadvancer 353 on at
    RE: Two entities in Dynamics crm, how to use the same entity name?

    Thanks Alex and Aaron for your suggestion.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Two entities in Dynamics crm, how to use the same entity name?

    Hi,

    as you can see from below picture. There is field called "Relationship type", and there is a value called " Vendor" , use this field to differentiate between a normal Account and Vendor account. IF you wish to add any relationship between them. either you can use connection or parent account field dpeending on your requirements or user preferences.

    6036.7.PNG

    Connection

    https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2017/10/30/a-quick-guide-to-connections-in-microsoft-dynamics-365

  • Datadvancer Profile Picture
    Datadvancer 353 on at
    RE: Two entities in Dynamics crm, how to use the same entity name?

    Hi Aaron and Alex,

    Thanks so much for your response. Excuse my limited understanding, did Aaron answered the 1:1 relationship question and Alex's answer dealt with the “same name” question? I have got some clues from your answers.

    Can you explain more detail of the solution for the requirements? Do I need to code plugin using such as Unique Attribute to do them?

    I’ll rewrite the question and post it in the same forum. Please kindly review it and offer some suggestion.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Two entities in Dynamics crm, how to use the same entity name?

    Hi,

    first you have to remove the duplication detection rule. Account with same name.

    After that, use a type to differentiate if this is a Vendor or  Account.

  • Verified answer
    amb2000 Profile Picture
    amb2000 1,385 on at
    RE: Two entities in Dynamics crm, how to use the same entity name?

    I would suggest you keep just the 1 native Account entity and use the "Relationship Type" field to differentiate the record types. There is an existing value in the "Relationship Type" option set for Vendor, Customer, Prospect, etc. There are many already listed.

  • Datadvancer Profile Picture
    Datadvancer 353 on at
    RE: Two entities in Dynamics crm, how to use the same entity name?

    In the same time, I want to two entities have 1 : 1 relationship.

    Can you share your good idea, any suggestion and solution? Very appreciated in advance.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,818 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,147 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans