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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Relationship not avail...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Relationship not available in download template

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Posted on by Aarnav 125

Hi all,

I am trying to create new template for Quote entity. I have created 2 relationships from Quote to Contact entities. 

pastedimage1652235197987v1.png

However, the relationship are not available under 'New template' wizard.

pastedimage1652235375816v2.png

I need to include Contat's name from both relationships in the template.

Thanks,

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    I have tried to reproduce your issue but failed.

    pastedimage1652262203836v1.png

    Would you please attach more details about the relationships.

    Also, I noticed that there are only 5 entities in your screenshot.

    Is the relationship created in a custom solution?

  • Aarnav Profile Picture
    Aarnav 125 on at

    Hi Nya,

    Thanks for trying that for me.

    I have just created another relationship with contact entity and it is available in the new template wizard.

    pastedimage1652336531957v1.png

    pastedimage1652336719434v2.png

    All the configuration for my 3 fields are same.Not sure why only one appears in the relationship

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