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Microsoft Dynamics CRM (Archived)

Relationships issue

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Problem:

I have Committees to which there are Titles within each one. (member, observer, treasurer,etc)

I need to connect a Contact to a Committee with a specified Title. Some contacts could be in more than one Committee with the same or a different title.

I have created a Committees entity and I have created a Titles entity. The Contacts entity has a N:N relationship with the Committees entity and the Committees entity has a N:N relationship with the Titles entity

I had no issue with relating the Contacts  with the one or more Committees and but introducing the Titles has become a challenge.

Here is an example:

John --> Finance Committee --> Observer

John --> Audit and Investment Committee --> Treasurer

John --> Tech Committee --> Chair

Any help would be greatly appreciated

Malcolm

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  • RE: Relationships issue

    Thanks Prashant,

    That worked brilliantly

    Malcolm

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Relationships issue

    Hi Malcolm,

    You should use connection features. I think it fits your requirement.

    www.microsoft.com/.../create-connections-to-view-relationships-between-records.aspx

    www.powerobjects.com/.../the-great-debate-dynamics-crm-connections-vs-lookups

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