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Advanced Find Related Records

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I created a custom entity called Commodity Type, which is Organization owned. I then created a N:N relationship between Commodity and Account and then created a Commodity sub-grid on the Account form.

Now, when I do an Advanced Find on Accounts, Commodity does not appear as a related record type. Does this not work on Organization owned entities? Am I missing something?

Thank you so much in advance!

Tuesday, April 24, 2012 9:00 PM

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It also turns out that if you select Do not Display in the relationship properties, you will not be able to create an Advanced Find query between two record types related with an N:N. So the Do not Display option apparently means “do not display in Advanced Find”, as well as “do not display on the form”.

For more information please check this blog http://community.dynamics.com/product/crm/crmtechnical/b/richardknudson/archive/2011/05/08/many-to-many-relationships-in-dynamics-crm-2011.aspx

Just want to confirm.
Have you published all your customization?
Settings -> Customization -> Customize the system -> Publish all customizations.
Close your browser and clear your cache and login again.
If you need more information please let me know.

I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Mubasher Sharif
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- Edited by MubasherSharif Tuesday, April 24, 2012 10:10 PM
- Proposed as answer by Alex ShlegaMVP Tuesday, April 24, 2012 10:27 PM
- Marked as answer by CRMQuestion Wednesday, April 25, 2012 12:58 PM
Tuesday, April 24, 2012 9:54 PM

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1

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It also turns out that if you select Do not Display in the relationship properties, you will not be able to create an Advanced Find query between two record types related with an N:N. So the Do not Display option apparently means “do not display in Advanced Find”, as well as “do not display on the form”.

For more information please check this blog http://community.dynamics.com/product/crm/crmtechnical/b/richardknudson/archive/2011/05/08/many-to-many-relationships-in-dynamics-crm-2011.aspx

Just want to confirm.
Have you published all your customization?
Settings -> Customization -> Customize the system -> Publish all customizations.
Close your browser and clear your cache and login again.
If you need more information please let me know.

I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Mubasher Sharif
Check out my about.me profile!
http://mubashersharif.blogspot.com
Linked-In Profile
Follow me on Twitter!
- Edited by MubasherSharif Tuesday, April 24, 2012 10:10 PM
- Proposed as answer by Alex ShlegaMVP Tuesday, April 24, 2012 10:27 PM
- Marked as answer by CRMQuestion Wednesday, April 25, 2012 12:58 PM
Tuesday, April 24, 2012 9:54 PM
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Thank you! I had to have it displayed on the Other Entity. It does not need to be displayed on the Current Entity, however.

Thanks again!

Wednesday, April 25, 2012 12:58 PM