Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

many to many help

(0) ShareShare
ReportReport
Posted on by 365

I have a number of custom entities to help record events and bookings to events but think that I actually need another entity to help record a many to many relationship. Let me describe the entities I have and then the new entity I think I need.

1) Event: An entity to hold information about an event such as the venue, the date and the name of the event

2) Session: An event can have a number of sub-events and these are sessions. The information they hold are a lookup to the event they are at, the name of the session, the name of the room and the max capacity.

3) Event booking: An instance of 1 or more people booking onto an event. It will include the total price to be paid and link to a single event to record what event is involved. It will also link to a number of delegate records.

4) Delegate: A record to indicate a person attending an event. It includes dietary information and links to a contact record.

The issue I have is that a delegate needs to be linked to a session record. A delegate can attend 1 or more sessions at an event. And a session can have 1 or more delegates. At the same time, as each delegate books onto different sessions, then the event booking record will need to be updated. A session needs to have multiple delegates and a delegate can have multiple sessions. But when this is amended in the delegate record it also needs to amend the event booking so that the event booking record has the correct total booking amount (roll up field?)

Do I need a new entity between session and delegates to help with this? My diagram below might help explain this better.

5165.Events-_2D00_-Page-1.png

*This post is locked for comments

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: many to many help

    Hi,

     you need an N:N between delegates and sessions - you can use an out of the box N:N or a custom N:N (custom entity) in case you have some additional info to record on that N:N

     To update event booking totals, you might use a rollup field(there is "Count" function):

     technet.microsoft.com/.../dn832162.aspx

     Those calculations would be somewhat delayed, though.

     Or you might use a plugin/workflow (maybe with a custom workflow activity), but you'll need to register them on "create"/"delete"/"update" of the delegate entity to update total on the corresponding booking(s). For example, in case of an update, you may have to update both previous booking and new booking totals if the delegate has been linked to another booking.

  • jsteelecrm Profile Picture
    jsteelecrm 365 on at
    RE: many to many help

    Events-_2D00_-Page-1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans