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Microsoft Dynamics CRM (Archived)

Entity Relationship

Posted on by 760

Hi all,

I have two entities opportunity loans and quote loans. I wanted it to  behave like the product catalogue. when you add a product in opportunity,

the product will be included in the product in quote entity. I created N:1 relationship to opportunity( opportunity loans and opportunity) then I created another N:1 relationship between loans opportunity and quotes loans, I used mappings to passed the value of opportunity loans to quote loans but it does not work.

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  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Entity Relationship

    Hi,

    For custom entities you need to write custom workflow activity or plugin to copy values in quote loans

    Mark as verified, if it works for you

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