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Hi Dynamics Experts,
I'm currently customizing a Dynamics 365 Sales instance (Online) and I've created a custom entity named "Insurance coverage" that is related to account entity (N:N Many-to-Many), then when I create an Insurance coverage I can select wich accounts im offering this insurance, but, this insurance doesn't apply for every contacts in those acounts, I need to add a contact grid in my insurance coverage form where I can select wich contacts applies for this insurance, this grid must show only the contacts related to the accounts that I've choose previosly.
What approach sholud I follow? How can achieve it. Any suggestions are most welcomed.
Thanks in advance!
Hi Angel, to cover the business requirement you described, you would need a 1:N /if one Insurance coverage is related to many contacts/ or N:N /if one Insurance coverage is related to many contacts/ relationship, other wise you cannot add a subgrid in the custom form of Insurance coverage and you cannot select a contact. In schema you created, Account is the parent for all underlying Contacts, so the Insurance coverage relates to all of the contacts/if I get this right/. I would suggest you delete the N:N to Account and create a relationship to Contacts instead.
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