Establish relationship between two fields in different tables (entities) : Customer assets and Contact

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Posted on by Rakesh @Lansend

We just got on board with CRM and customizing Customer Service app for our own IT dept. We want to establish relationship between user (Contact) and Computer (Customer Asset) assigned. This is what we want to achieve.
We started it by creating a lookup field called "Work Computer" in "Contacts" form to assign or select Computer (from Customer Asset). It works, we could select the computer name. We now looking to create a new field called "End User" in Assets table. When Computer is assigned to Contact (user) using look up in Contact form , the "End User" field in Assets also should automatically points to respective Contact, without need of manually choosing this and Vice Versa.
We know in CRM this is implemented at multiple places but we just don't know how to achieve this. Any guidance will be greatly appreciated.

Thank you ,

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Rakesh @Lansend 5 on at

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RE: Establish relationship between two fields in different tables (entities) : Customer assets and Contact

Gentle Men,

That worked, surprisingly I had that set.
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RE: Establish relationship between two fields in different tables (entities) : Customer assets and Contact

Hi Rakesh,

As Saeid said, you need do following settings in the properties of the Work Computer Lookup field.

Result:

Special field properties in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
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Saeid G 144 on at

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RE: Establish relationship between two fields in different tables (entities) : Customer assets and Contact

Select Work Computer lookup

First tab Display

Check "Only show records where:" in Section Related Records Filtering

First lookup: Select Your Contact Parent Account(Probably Company Name(Account)(Contacts)

Second Lookup: Auto filled by the system (Is your Work Computer Lookup)
Rakesh @Lansend 5 on at

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RE: Establish relationship between two fields in different tables (entities) : Customer assets and Contact

Leah Ju,

This helped. I created a sub-grid in Asset form and desired result was achieved. The idea is basically to know whom a particular asset is assigned to. At this Point "End-user" field is not required so I am going to forget about it.

Thank you.

I have another question now, may be you can help.

In Contacts table, "Work Computer" is a look up field. It shows all assets in the system which end up a long list. I am looking to way to filter so it shows only Assets from respective parent account for contact.

So if ContactX belongs to AccountX. The look up should only show Assets associated with AccountX.

Thank you again.

Rakesh
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RE: Establish relationship between two fields in different tables (entities) : Customer assets and Contact

Hi Rakesh,

Based on your description, you have created 1:N relationship between Customer Asset and Customer Asset entities, which meas that one computer can have more than one user.

And one lookup field(Work Computer) has added on the contact form, so you can add one sub-grid related to contact on Assets form:

When you fill Work Computer lookup field in one contact, the contact will appear in the sub-grid automatically.

But you also mentioned that you now looking to create a new field called "End User" in Assets table, which means you need create another N:1 relationship between Customer Asset and Customer Asset entities.

And you want to the "End User" lookup field can be filled automatically when Computer is assigned to Contact, So what you actually need is a 1:1 relationship:

One-to-one relationships and forms within forms - Jukka Niiranen