Edit 1:1 Entity from another form

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We have a requirement where we have one entity that has a 1:1 relationship with another entity, but within a single form for the primary entity, I need to expose an interface to edit fields in this secondary form. This is a technical relationship we've had to create as our primary entity has ran out of room in Dynamics for additional fields. The user doesn't understand this relationship, nor would I want to confuse them unnecessarily. I'm looking for out-of-the-box ideas that would facilitate editing this secondary entity from the primary form. The ideal solution would look just like the built-in form field editors, but I'm open to alternative approaches.

I looked at editable subgrids, however they add quite a bit of baggage as they are built around 1:N relationships, and would generally just confuse my users. I'm not aware of any other built-in feature to accomplish a slimmed down editable resource without resorting to a web resource to create an interface.

Can someone help me with ideas at how to create this editable resource with as little custom programming as possible?

Thanks,

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David Jennaway 14,065 on at

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I think the only user interface option would be a web resource, but that's quite a bit of work to get the look and feel, especially for more complex fields like lookups and date fields.

Or can you redesign to remove or repurpose some unnecessary fields ? It's unusual to need so many fields on one entity that you run out of room for more. For example, if you have a lot of boolean fields, could you replace them with a smaller number of multi-select option sets ?

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Thanks for the advice, unfortunately this secondary entity is the result of some refactoring effort. The bozos that originally setup our CRM instance didn't understand normalized data and just built everything into the opportunity entity.

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Dynamics Objects 365 550 on at

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Hi Raterus,

I think you can use Editable Grid for this one. Or a Reference Panel.

Please give your feedback if it works.

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Community Member on at

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How did you see either of these working? As I mentioned in my original post, I didn't want to use editable grids, as this is a 1:1 relationship and don't need the extra interfaces in these grids to confuse my users. Also I don't see how you can throw a field in a reference panels to edit, they seem strictly read-only.

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Dynamics Objects 365 550 on at

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Apologies, did not see your sentences around Editable Grid.

Then for your requirement, there nothing available OOTB.

But,I think you can research on Embedded Power App inside a dynamics entity form. : docs.microsoft.com/.../extend-dynamics-365-entity-forms-with-embedded-canvas-apps

docs.microsoft.com/.../extend-dynamics-365-entity-forms-with-embedded-canvas-apps

The product you are using is Dynamics 365, which does not support 1:1 relationship OOTB. I wonder how are you maintaining that. You may also want to consider to train your users to get familiar with the how the product behaves and what are the limitations and do some smart designing.

One more thing (Not related to the above requirement ) : We are the technical people and we know the Product's Capabilities and Limitations better than the end users. We should understand our responsibility to deliver smart and quality design and thus, we should also have the authority to say NO to an unsupported or unwanted requirements with reason.

Cheers

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