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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Filter / Query in m:n ...
Customer experience | Sales, Customer Insights,...
Suggested answer

Filter / Query in m:n with field values from related entity

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Posted on by polyester 35

Hello,

I am an absolute newbie to dynamics 365 with some probably ridiculously easy to solve problem, so pardon me if I can't see the blatantly obvious:

reduced database

I created the above db model to be able to query/filter commercial properties according to the account's location requirements i.e. selecting a property with a sales area that matches the according from/to range in the location requirements.

So, in the sales hub as my custom m:n entity with a many to 1 relationship to both the requirements and properties i was hoping to achieve exactly that through access to both entities' field values but to no avail. I just can't seem to compare the according fields in views, advanced find or anywhere as they belong to different entities.

Is my database model wrongly constructed?
Is there a native method to solve my problem?

I am currently working on a flow in Power Automate with very nested conditionals but would like to check first if there really isn't an easier way for a problem which I perceived as none on first sight.

Best regards and thanks in advance,

Andreas

I have the same question (0)
  • polyester Profile Picture
    polyester 35 on at
    RE: Filter / Query in m:n with field values from related entity

    My problem isn't to relate the records rather than filtering them to the criteria in location requirements.

    For example, I'd like a subgrid or view for a location requirement with all the matching commercial property records.

    The problem with that is that I can't seem to filter the records across entities. In advanced find or any filter I can only compare a sales area with a fixed numerical value and not let it select records greater or lesser than the location requirement fields values.

    Best regards,

    Andreas

  • Suggested answer
    Paul_Owen Profile Picture
    Paul_Owen 2,027 on at
    RE: Filter / Query in m:n with field values from related entity

    When you say relate do you mean you want to see a list of all related records against a particular record lik eAccount for example? If so then you need to add a subgrid to the Account form and tick related records and then the entity for the records you want to display.

    Regards

    Paul

  • polyester Profile Picture
    polyester 35 on at
    RE: Filter / Query in m:n with field values from related entity

    Hello,

    yes, i've manually created those 1:n relationships in order to have access to the intersection entity automatically created by creating an n:m relationship through lookup fields.

    My aim is to list properties that match the according location requirements (for example a sales area of 100 m² would match a location requirement of a sales area range between 50 m² and 150 m²) as a view, grid or any other way possible or vice versa list matching location requirements in the according property dataset.

    I thought i'd be able to relate two records that match these conditions in the sales hub but i can't see how.

    Hope that was a better explanation.

    Best regards,

    Andreas

  • Suggested answer
    Paul_Owen Profile Picture
    Paul_Owen 2,027 on at
    RE: Filter / Query in m:n with field values from related entity

    Hi, I'm not really sure what you are saying, you want a view of which entity to show what? Did you create manual 1:N relationships? because you just need to create a lookup field to the entities you want and it will create the relationship for you which you can then use in a view.

    Regards

    Paul

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