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Relationship between three Entities

Question
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Hi...
We know that, if there is a relationship say 1:N between two entities A and B then a link for B will appear at the left navigation pane of A where we can add related B records.
Now my question is I have three entities A, B and C where A and B should have a link to C of the same record. To make it clear, if I add a record of C at A then, the same record of C should link to B also and if I modify/add a C record at B then it should link to A.
Here, the entities A, B and C are Account, Case and a Custom entity let's say CustEnt.
I have seen that there is a 1:N relationship between Account and Case. I would like to link this Custom entity to Account as well as Case in such a way that if the CustEnt record is modified using the Account then it should reflect at the Case entity and viceversa.
For this I created a 1:N relationship between Account and CustEnt so that a link for CustEnt appears in the left navigation pane in the Account. Now, I created a CustEnt record from here. Now, I would like to have a link in the left nav of Case and if I click on that link it should display the same CustEnt record which I have created at Account.
Could anyone suggest me a good solution for this purpose?
-Thanks
PerfectionistThursday, April 15, 2010 10:36 AM
Answers
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Create a link entity that contains all 3 relationships. Then it will show against each entity. The optio depending on your cust Ent would be to add a Case and Account relationship to it so it would be a common record among the Case and Account. But it does sound like you want the first option, Which means that a single cust Entity can be linked to many Accounts and also many Case.
MSCRM Bing'd - http://bingsoft.wordpress.com- Marked as answer by DavidJennawayMVP, Moderator Thursday, July 1, 2010 12:34 PM
Thursday, April 15, 2010 10:46 AMModerator
All replies
-
Hi...
We know that, if there is a relationship say 1:N between two entities A and B then a link for B will appear at the left navigation pane of A where we can add related B records.
Now my question is I have three entities A, B and C where A and B should have a link to C of the same record. To make it clear, if I add a record of C at A then, the same record of C should link to B also and if I modify/add a C record at B then it should link to A.
Here, the entities A, B and C are Account, Case and a Custom entity let's say CustEnt.
I have seen that there is a 1:N relationship between Account and Case. I would like to link this Custom entity to Account as well as Case in such a way that if the CustEnt record is modified using the Account then it should reflect at the Case entity and viceversa.
For this I created a 1:N relationship between Account and CustEnt so that a link for CustEnt appears in the left navigation pane in the Account. Now, I created a CustEnt record from here. Now, I would like to have a link in the left nav of Case and if I click on that link it should display the same CustEnt record which I have created at Account.
Could anyone suggest me a good solution for this purpose?
-Thanks
Perfectionist- Merged by DavidJennawayMVP, Moderator Thursday, July 1, 2010 12:34 PM Duplicate thread
Thursday, April 15, 2010 10:34 AM -
Create a link entity that contains all 3 relationships. Then it will show against each entity. The optio depending on your cust Ent would be to add a Case and Account relationship to it so it would be a common record among the Case and Account. But it does sound like you want the first option, Which means that a single cust Entity can be linked to many Accounts and also many Case.
MSCRM Bing'd - http://bingsoft.wordpress.com- Marked as answer by DavidJennawayMVP, Moderator Thursday, July 1, 2010 12:33 PM
- Unmarked as answer by DavidJennawayMVP, Moderator Thursday, July 1, 2010 12:34 PM
Thursday, April 15, 2010 10:46 AMModerator -
Create a link entity that contains all 3 relationships. Then it will show against each entity. The optio depending on your cust Ent would be to add a Case and Account relationship to it so it would be a common record among the Case and Account. But it does sound like you want the first option, Which means that a single cust Entity can be linked to many Accounts and also many Case.
MSCRM Bing'd - http://bingsoft.wordpress.com- Marked as answer by DavidJennawayMVP, Moderator Thursday, July 1, 2010 12:34 PM
Thursday, April 15, 2010 10:46 AMModerator -
Hi Clinton,
"Create a link entity that contains all 3 relationships. Then it will show against each entity"
I am not clear with this point. Could you please tell me how to create a link between multiple entities? Yes, I want a common record between Case and Account.
-Thanks
PerfectionistThursday, April 15, 2010 10:52 AM -
The link entity I refer to is just a new entity like Account Case Cust Entity that you create and add all 3 relationships to it. Then this entity is what shows up in each of the related entities left hand nav pane.
MSCRM Bing'd - http://bingsoft.wordpress.comThursday, April 15, 2010 11:03 AMModerator -
If I do so, I can get the links and if I add one record to Account then, it is not linking to Case. Again, I need to maually link the same record to Case also. What I need is If I opened Account and click on the CustEntity link on the left nav and added a record say Rec1. I also have a link to Cases in the left nav. Now if I open any case then there should be a link to "CustEnt" and when clicked on that it should display the "Rec1".
PerfectionistThursday, April 15, 2010 11:37 AM