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Many-to-Many relationships Appointment Activity RRS feed

  • Question

  • Folks:

    I need help. We have these 2 entities:

    • Account
    • Strategy

    Each Account falls under a specific Strategy/ Strategies.

    eg:

               ABC Inc. falls under Strategies Core, Inflation, Tax

               XYZ Inc. falls under Strategies Bonds, Core

               PQR Inc. falls under Strategies Income, Inflation

    There is no support for multi-select pick list in CRM so using the solution listed here (crmtipoftheday.com/.../simple-multi-select-lists-in-crm-2013) I was able to create sub-grid (N:N relationship) to add multiple select and it works great.

    The next part is that we also want to know when a marketer has a Appointment Activity to list what all strategy / strategies the meeting was about? The Appointment activity does not allow N:N relationship so what will be the other alternative so that I can add multi select to appointment form?

    Thanks !

    Friday, December 4, 2015 1:28 PM