crm 2011 - Relationship Design question RRS feed

  • Question

  • Hi All,

    We are in the process of designing the real estate solution for our company and are having difficulty to achive following.


    1. We are using in-built Account -to-Opportunity relationship to track our customers with opportunity.

    2. We have 1 custom entity called "Premises". (Actual property in real estate term having Account and other fields like start and end date etc...)

    3. 'Premises' have 1-N relationship with opportunity.

    4. 'Premises' have 1-N relationship with Account.

    Now, in the opportunity form, we want to show all the premises where their account is same as their opportunity account(in subgrid).

    So, in SQL statement term we want following

    Select all premises where opportunity.account = premises.account

    Is there anyway we can achieve above and showing result in opportunity form subgrid. We are flexible to change our Account and Opportunity entity relationship with 'premises' entity.



    Monday, August 6, 2012 12:16 AM


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