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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to add broker enti...
Microsoft Dynamics CRM (Archived)

How to add broker entity on the details section of a client record.

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Posted on by Mike Mondala 250

I have multiple brokers that provide different services for 1 client and we need to have the client record to show multiple brokers.  Is it possible to add the broker entity on the client record's details section?  If so, can somebody please give instructions on how to do it?  Thank you.

 Mike

 

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  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    Here’s how to do this assuming Clients are CRM Contacts and Brokers are custom entities.

     

    From Settings > Customization > Customize Entities, select Contact. 

     

    In the menu on the left, select the 1:N Relationships and create a new 1:N relationship with Brokers; Primary Entity  =  Contact, Related Entity = Broker. 

     

    Make sure Display Area = Details.  Set-up the remaining fields as necessary, Save/Close, Publish and you should be set.

     

  • Mike Mondala Profile Picture
    Mike Mondala 250 on at

    Mike S,

     Thank you.  I followed your instructions and it worked. 

    Mike

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