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Microsoft Dynamics CRM (Archived)

Approval Process

Posted on by 377

Hello All

I'm having a requirement where 2 entities having N to N relation and for approving entity A ,entity B must be approved by user B


1) Entity A(owner:  administrator) 2) Entity B(owner: Financial officer)

Relation : N to N

i) "Administrator" creates an Entity A record and adds Entity B records and submit for the approval

ii) "Manger" will qualify this agreement. and it will qualify only if Entity B records are approved by financial officer.

iii) so how could we make this Entity B approved for only Entity A record1. because Entity B record may have association with another Entity A record. 
i thought create 1 check box field approved or not . but this one works  for 1-N relationship only.  

Any help will be appreciated. Thank You.

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Approval Process

    Hi,

    Instead of using oob N:N, create your own custom N:N relationship. ( if the approval process need many times)

    EG : Entity AB between Entity A and Entity B

    You can create a Entity AB, create a lookup to Entity A, and a lookup to  Entity B, and an approval field.

    us.hitachi-solutions.com/.../custom-entities-n-n-relationships-dynamics-365-customer-engagement

    or if this approval process only need once.

    Directly create a lookup to Entity B in Entity A, and an approval field.

    Please reconsider your design, because it may cause a lots of impact in future.

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