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Customer experience | Sales, Customer Insights,...
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Manual many-to-many relationship subgrid

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I'm working on a requirement to allow a user to create an Opportunity, add existing Locations (custom entity) record, and fill in the customs fields. But Opportunity-Location requires N:N relationship.

What I did is following the steps from here https://community.dynamics.com/365/b/patchesincrm/posts/how-to-create-manual-many-to-many-relationships-in-crm. I created a manual N:N relationship between Opportunity & Location, with the intersection custom entity "Opportunity Location". "Opportunity Location" has additional customs fields.

Next, I add "Opportunity Locations" subgrid in Opportunity form. However, the resulting buttons in the subgrid are "Add Opportunity Location" and "Add Existing Opportunity Location".

It doesn't allow me to add "Existing Location".

Can anyone suggest / point me to the right direction?

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  • meelamri Profile Picture
    13,218 User Group Leader on at

    Hi Jim,

    Could you please share some screenshots?

  • Suggested answer
    dian74 Profile Picture
    2,481 Most Valuable Professional on at

    You should have 3 tables: 

    Opportunity
    Location
    Opportunity Location

    On the opportunity location table you should have a lookup to the 'opportunity' table and to the 'location' table (and any additional fields you want to track). You can then create a new 'Opportunity Location' record where you tie a location (lookup) to an opportunity(lookup). This is the manual N:N. You cannot tie an existing Opportunity Location record to an opportunity because the relationship between 'Opportunity' and 'Opportunity Location' is 1:N. You build a manual N:N relationship between 'Opportunity" and "Location'.

    Please mark as verified if helpful

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