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Customer experience | Sales, Customer Insights,...
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Mapping many-to-many relationship within CRM

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Posted on by 54
Hi! I'm currently working on adding new entities to our CRM environment, one being customer contracts and the other being manufacturers. I set up a many-to-many relationship between the two, and my end goal is a contracts form where our employees can select the manufacturers on that specific contract. However, I can't figure out how to map within CRM. Does anyone have any experience with this? Thanks!
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Mapping many-to-many relationship within CRM
    Hi Partner,
    Mapping? many to many relationship?
    But mapping feature is only support 1:N(one to many) relationship:
     
  • CalebG Profile Picture
    54 on at
    Mapping many-to-many relationship within CRM
    Hi Leah,
     
    Sorry, mapping may have not been the right word. I want contracts to be a form in Dynamics where users can add the related manufacturers to a field.
  • Leah Ju Profile Picture
    Microsoft Employee on at
    Mapping many-to-many relationship within CRM
    Hi Partner,
    A subgrid exists within a main form and let app users view data within a Dataverse table, typically related to the record currently being reviewed.
  • CalebG Profile Picture
    54 on at
    Mapping many-to-many relationship within CRM
    Aren't subgrids just views though? I don't believe I can allow the end user to select specific records to relate back to the main form.

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