- Custom Entities - Displaying the Many
- Posted by SarahD on June 21st, 2006
Hi all,
I think I have a simple requirement but obviously not as I can't get it
working as I want.
I would like to add an entity "Meeting Type" (can do that)
Then I want to assign various contacts to various meeting types. Each
contact can be associated with many meeting types and each meeting type has
various contacts associated.
I can get it so I can assign a meeting type to a contact and a contact to a
meeting type but I can't work out how to get CRM to show many meetings types
against a contact or many contacts against a meeting.
Any ideas? What have I missed?
Thanks.
- Posted by John O'Donnell on June 21st, 2006
Microsoft CRM does not support many to many relationships which I think you
are trying to do. To get around this you can add another entity to act as a
connection entity. You would create a 1 to many relationship from this
entity to the contact and a 1 to many from this entity to the meeting type
etc
=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm
"SarahD" <SarahD@discussions.microsoft.com> wrote in message
news:5DD0DA87-BD42-40F2-BE56-CFE52F9F2B6A@microsoft.com...
- Posted by Ronald Lemmen on June 21st, 2006
Hi Sarah,
You'll need to create another entity which will serve as linking table. This
entity should contain a one-to-many relationship with Meeting Type and a
one-to-many relationship with Contact. You can then connect many meeting
types to many contacts.
Hope this helps,
--
Ronald Lemmen
Avanade Netherlands
http://ronaldlemmen.blogspot.com/
"SarahD" wrote:
- Posted by SarahD on June 21st, 2006
I am not sure how this would work - I understand the principle and did try it
but in practise I got lost somewhere.
I create an entity Meeting Types and put in lots of meeting types.
eg. Mother's Meetings, Union Meetings, Church Meetings, Business Meetings etc.
I then create an entity Meeting Groups.
I create a 1-to-Many relationship between the two.
How do I see the many meeting types under a meeting group?
That is my problem I think, having created a one-to-many relationship I can
still only seem to get a single look-up on the form and not a list where I
can select and add like you can with adding Contacts to Accounts for example.
Sorry, I may be being thick but I've got so bogged down with this...
"Ronald Lemmen" wrote: