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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Join entities on relat...
Microsoft Dynamics CRM (Archived)

Join entities on related data

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Posted on by ncraigg 35

We have 2 custom entities called Email Events and URL Link Types, each with a field called Link.  Email Events is from our marketing automation solution and tracks the links that a contact clicks when they open an email.  URL Link Types is from a plugin that we had created to manipulate Opportunities based on the link clicks that show up in Email Events.  The plugin has an additional field called Link Type that identifies what each link is (call to action, web site home page, document download, etc.).  So, the question is, is it possible to create a relationship between the entities based on the Link so that we can create a View of Email Events that identifies the Link Type with each record?  It's easy to achieve in SQL, but I can't figure out how to join the data on Link in the 2 entities and display the related field from URL Link Types with the details of Email Events.  Thanks for any advice!

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    You will have to create a relationship between the two entities by adding a lookup field.

    Correct me if I am wrong, the email event entity record will always have one URL link type and a URL Link type could be used by many email events so there seems to be a 1:N relationship between URL Link Type and Email Event.  If my assumption is correct, please see below as to how you can create the relationship

    On the email event entity, create new lookup field to URL Link Type entity and once you have done this, you can then add fields to the email events view from URL Link Type entity.

  • ncraigg Profile Picture
    ncraigg 35 on at

    Hi Kokulan,

    Thank you for the reply!  I tried adding a lookup field, but that assumes I'm going to populate something on the Email Event record (unless I'm missing something).  I want to be able to pull the Link Type as a result of the data in the Link field in both entities matching (essentially an SQL inner join on the 2 Link fields).  If I replace the Link field in the Email Event entity with a new Link field that is a lookup so that the marketing automation tool populates my new field (assuming I can even do that without breaking the solution), the change will break the next time ClickDimensions pushes an update.

    You are correct that the relationship is 1:N between URL Link Type:Email Event.  Each link has a single type, but can be clicked multiple times by multiple contacts.

  • Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    Sorry, I did not know that you are using Click Dimensions solution, I thought it's your own solution.

    You might want to take this up with them first and see what they say and if they could suggest something to achieve what you want.

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