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I would like to make a field/list on each customer (account) in my "Microsoft Dynamics CRM".
The goal is the keep track of how many seats each customer have, and draw diagrams to be viewed in Dashboards. My company sells MS Office plans, like 365, E1, E3 etc.
I have tried building mapping entities with either N:1 and 1:N relation to "Accounts", but this is not useful as I want the products to be listed only one time...
The problem I'm facing is that each time I add a Licens count to an "Account" this will be listed in the search list pictured below, i.e. having 100 Accounts with "Office 365 Business" will result in 100 entities with "Office 365 Business" when I want to add a product to an Account.
Any suggestion to what I'm doing wrong or how to approach this feature??
A neat solution would be the that CRM fetched data from the lists found in my "Customers Dashboard" on https://mspartner.microsoft.com, but this list is only retrievable as xlsx document exported...
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Hi Olsen,
Actually you will need N:N from Product to Account (Customer)
But the problem is native N:N in CRM didn't allow you to create additional field, such as License count.
So, you need so-called manual N:N Relationship.
Try to add the relationship like this:
Create a new Entity, so-called Product - Customer
Then in the entity, create N:1 Relationship (lookup field) to Product (this will be the License Product name) and to Customer (Account)...
Plus create new field: Counts..
Then in the Account put a subgrid for this custom entity.
And I suggest you to create have Quick Create form to make it easier.
So that when you click + in the subgrid,
Is that what you have done before?
Actually I am not too understand with this:
"The problem I'm facing is that each time I add a Licens count to an "Account" this will be listed in the search list pictured below, i.e. having 100 Accounts with "Office 365 Business" will result in 100 entities with "Office 365 Business" when I want to add a product to an Account."
But, if you implement that everytime you click + button it will open new form
In the form you will required to key in Product (which is Lookup), license count and the customer itself should you try to map it using relationship mapping.
Hope this helps.
Thanks.
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