I have a business scenario that I need to impalement and I wonder if you have any idea how:
2 Entities, A and B , connected in N:N relation
I need to allow selecting from a view of B records , and connect them to A - is it possible?
From the view and not by using lookup from A
Thanks
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Hi Tali,
I have not yet written a similar code for the latest versions of CRM (I have some code for CRM 2015), but I think you would find the solution to your problem here: www.magnetismsolutions.com/.../filter-n-n-add-existing-lookup-dynamics-crm-2016-turbo-forms
Have a great day
I will try to explain better.
if I am using the associated view and then add existing record, the system open the lookup with all the records in the view . I would like to show to the user only the records that are relevant to this record by certain attribute.
I assume only development will allow it - is anyone already did it and can suggest the best approach ?
Thanks,
Hi Tali,
I'm not sure I follow... are you on Record A and want to associate it with many Record B from the list view?
Thanks,
Aiden
As far as I'm aware, that is not possible with OOTB functionality. You can implement a custom HTML web resource that displays a set of entity B records where a user can select multiples and then associate those selected records to an entity A record using JavaScript.
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