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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Edit navigation of related tables

Posted on by 50

Hi,

I noticed what shows up in our related entities section for Accounts changed over the past two days. How can I change this back? It's missing relationships, which are still established, from the related section.

For example, Accounts only show the following related tables/entities now when I need to to show others. And honestly I could probably remove some of these existing related entities as they aren't relevant. 

related entities

Thanks!

Adil

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Edit navigation of related tables

    Hi 
    If I remove the related table from the form in, will the relationship also be removed? 
    We only wan't to hide some options under related, but no delete the relationship 

    Best regards, Mads Aagaard Christensen

  • AriaConsulting Profile Picture
    AriaConsulting 2,655 on at
    RE: Edit navigation of related tables

    Assuming you're referring to the maker portal, it's not in there.  Only in the legacy experience.

  • MrNappa Profile Picture
    MrNappa 31 on at
    RE: Edit navigation of related tables

    Do you happen to know where I can edit this in the new editor? Or do I have to switch to classic editor to change this for a form?

  • Adil365 Profile Picture
    Adil365 50 on at
    RE: Edit navigation of related tables

    Perfect! thanks very much.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Edit navigation of related tables

    Hi partner,

    As mentioned in the answer above, we will add or remove relationships in the Navigation of the form editor.

    8132.pastedimage1600066133008v1.png

    5751.pastedimage1600066178168v2.png

    Click Navigation button, 

    • if you would add relationships on it, move the relationship form Relationship Explorer to the left.
    • if you would remove the relationships, select the relationship on the left and click Remove button.

    2480.pastedimage1600066689180v5.png

    It should be noted that this modification is at the form level, not the entity level. In other words, this modification only takes effect on the current form, and will not affect other forms.

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Edit navigation of related tables

    Hello Adil,

    You can remove the related entities from navigation using the form customization.

    Goto form editor ==> Click on Navigation ==> Select the entity from navigation ==> Click Remove

    Please see below screenshot for reference

    2072.pastedimage1599966350790v1.png

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Edit navigation of related tables

    Hi,

    You can delete unwanted entities from related tab by going to Settings->Customization->Customize the system->Entity->Open Required Entity->Form->Open Form->Select Navigation from ribbon

    Now follow steps mentioned in below link.

    docs.microsoft.com/.../add-edit-form-navigation-related-entities

    Please mark my answer verified if i were helpful

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