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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Associate records
Microsoft Dynamics CRM (Archived)

Associate records

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Posted on by on-premise 265

I have two entities

Account and Bookings: 1:N relationship

Account can have multiple bookings. I have billing facility field in both the entities. If both these fields in two entities have same value then these records should be associated. that means if i have 12 in account billing facility field and also having the same value in multiple booking records, then all the bookings should be associated to that account. all the bookings records with same value should be visible in bookings subgrid in account.

How can i do it?

Javascript-workflows or custom workflows or plugins?

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  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Associate records

    Hello,

    Since the booking are automatically created, you can use a plugin on prevalcreate of the booking entity and will associate it to the account having the same billing facility.

  • on-premise Profile Picture
    on-premise 265 on at
    RE: Associate records

    the data in the bookings will be created automatically from the integration with application.

    accounts will be created by the user manually. when the user creates account, it should match the billing facility Id.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Associate records

    hi..

    to populate values in child record you can use anything JavaScript, custom workflow activity or plugin.. Each method has pros and cons.

    When using JavaScript - it will be executed only on field change and client side coding.. child record will not be updated if this field is updated other than UI.

    When using workflow, you have option to run workflow on demand for old records, and can be run asynchronous. Plugin also be used as asyn or when field is changed, only you cannot run on demand on old records.

    to visible on subgrid, you need to add those fields in views used in sub grid.

    hope this will help..

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