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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to change entities...
Microsoft Dynamics CRM (Archived)

How to change entities relationships

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Posted on by CNavas 95

Hello,

I have 2 entities (E1 and E2) related with a 1:N relationship. I would have liked to change this relationship to a N:N. Is it possible? If not, is there a workaround?

Thanks for your help.

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I have the same question (0)
  • CRM Manager Profile Picture
    CRM Manager on at

    I would remove the 1:N relationship first, save and Publish and then establish N:N relationship.

  • CNavas Profile Picture
    CNavas 95 on at

    Thanks for your answer.

    I tried that. The problem is that the information in both entities are not linked anymore: we can't see the entry in E2 relating to the entry in E1, and vice-versa.

    That is my issue: Modifying the relationship without losing information.

    Regards.

  • Suggested answer
    Mohammad Atif Profile Picture
    Mohammad Atif on at

    Hi CNavs,

    Thank you for asking this question. Two relationships at the same time is not possible in Microsoft Dynamics CRM. In order to create a N:N relationship the N:1 relationship should not be there and vice versa.

    Hope that answers the question.

    Thanks,

    Mohammad

  • CNavas Profile Picture
    CNavas 95 on at

    Hi Mohammad,

    The 2 relationships were not at the same time.

    Here's the thing:

    - The two entities had a N:1 relationship. So 1 entry in E1 could be linked to N entries in E2. So if you open an E1 entry, the related E2 entries list is diplayed

    - Users have begun to enter information in those entities.

    - Now, we need that 1 entry in E2 can have N entries in E1. Which means modifying the relationship to N:N. Unless there is a workaround I don't know about.

    If I try to delete the N:1 relationship, add the N:N one, and then open the E1 entry, I don't see anymore the related E2 entries.

    For example, let's say a client could have N contracts, and 1 contract was linked to 1 client. When I would open 1 client, I would all his/her contracts.

    Now I also need 1 contract to be linked to N clients. But if I change the relationship between the Client and Contract entities to N:N, when I open a client, I can't see his/her contracts anymore.

    So it doesn't seem as simple as only modifying the relationship. Or maybe I miss a step...

    I hope it's more clear. :)

  • Mohammad Atif Profile Picture
    Mohammad Atif on at

    HI CNavas,

    I understand the scenario now.

    Basically you are trying to do a cascading of the relationship. What I think it is not possible because to do any modification it need to be unpublished and republish .And cascading on relationship is not possible. Please give me some time I will see if there is a workaround available on this requirement.

    Thanks,

    Mohammad

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    LOL - the answer is much simpler than all this. You have an unwanted 1:N relationship, and would like an N:N. Why can't we just create the N:N, migrate any data created from the unwanted 1:N and delete the 1:N?

  • CNavas Profile Picture
    CNavas 95 on at

    Hi Michael,

    Are you saying it is possible to migrate data from the 1:N relationship to the N:N one? How can it be done?

  • Community Member Profile Picture
    Community Member on at

    I use Scribe Insight, but you can create a CRM Proxy and use SSIS. You're not going to be able to use the out of the box import tool for this one.

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