Hi!
I am new to customizing CRM server and faced my first problem a moment ago.
I am adding new entities to metadata, one is "Trainer" and the other is
"Skill". What I am trying to achieve is to bind multiple skills to trainers.
What should I do? How should I define the relations?

Also I want to have a grid on the trainer form that shows the skills
attached to the trainer. How can I do this?

Thanks in advance

Are you using the CRM web interface to add these entities? When you said you
are "adding new entities to metadata" it didn't sound like you were using the
web UI -- which is the only way you should be adding entities unless you are
very well-versed in the SDK.

If you are using the web UI, then you can add a one-to-many relationship
between trainer and skill where trainer has a parental behavior in relation
to skills. When you have published your changes and are viewing a Trainer,
you will see Skills on the left navigation of the Trainer, and you can add
new skills there.

--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"AkinG" wrote:

Ok, this is what I've done so far.

I added a new attribute to Contact entity, called "isTrainer", so I will be
able to turn ordinary contacts to trainers.
I created a new entity, the Skill entity and created a one-to-many relation
between Contact and Skill.
I published all the changes.

Now when I open up the create contact form, I can't see the "Skills" link on
the left. What should I do?

One more thing, Skills will be created before the contacts, I mean, there
will be a skill named "Crm Server Administration" for instance, later when I
create a contact, who will be a trainer also, I want to select that skill
from the skills list and add it to the trainer's skill list.

Is it very complex? Is it possible to do this with the web UI, or do I have
to use the SDK and design custom pages for that?

Thanks.

"MattNC" <MattNC@discussions.microsoft.com> wrote in message
news:EA415176-86CF-40ED-985D-B3D3A8696A40@microsoft.com...

Sounds like you are wanting to create a "many:many" relationship. While there
is no standard way to do this in CRM 3.0, some people have used a "linker"
entity as a workaround. For example, if you want many trainers to have many
different skills, and many skills may be associated with many different
trainers, you can use a third custom entity, for example an entity called
'TrainerSkills.' So the relationships would look like this:

Contacts <==> TrainerSkills <==> Skills

There's a discussion here:
http://www.tconv.com/blogs/crm3tips/...nships-in.html

Good luck!




--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"AkinG" wrote: