Connecting entities... RRS feed

  • Question

  • OK, Im a complete n00b to CRM, so bare with me. I have 2 entities that each have forms, I need the forms to share a common field. The primary entity lists all the client info, the second one has a list od yes/no questions as well as a unique customer ID. How do I link the 2? I'm using Dynamic CRM 2011.
    • Edited by nasyrax Monday, May 5, 2014 8:17 PM
    Monday, May 5, 2014 8:16 PM

All replies

  • Hi nasyrax,

    Dynamics CRM out of the box doesn't allow sharing fields. However, with the help of plugins you can synchronize the value of the fields in the two entities. The steps you'd follow would be something like this:

    • Create the fields separately in the two entities (preferably with same name, type and size)
    • Register plugins on two entities to sync the data, e.g. when the field is updated in entity A, sync it with the field in entity B and vice versa.

    Admin QuikView Solution for CRM 2013

    Tuesday, May 6, 2014 5:40 PM