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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can you build relation...
Microsoft Dynamics CRM (Archived)

Can you build relationships for three entities?

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Posted on by rmcanally65

I am trying to create a relationship between Account, Case and a custom entity (subscription).  So, these relationships already exist:

  • 1:N Account:Case
  • 1:N Account:Subscription

Is there a way to create a N:N that could show on a Case all Subscriptions related to the Account listed as the Customer on the Case?

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: Can you build relationships for three entities?

    You might be able to achieve this through the Account Quick View form.  Make a new Quick View for the Account and add the subgrid for Subscriptions.  Then add that Quick View to the Case form.  Now, when you add an Account to a Case, you should also get a list of related Subscriptions.

  • rmcanally65 Profile Picture
    rmcanally65 on at
    RE: Can you build relationships for three entities?

    Thanks, Wayne...I didn't even think of the Quick View, and that gave them exactly what they needed to see.

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