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Dynamics CRM auto create relationship RRS feed

  • Question

  • Within Dynamics CRM 2011 online I have created an entity (called "Funding") which is a child of the Account entity (one to many). I have created the one to many and many to one relationships between the two and created a "regarding" field within Funding which links back to an Account.

    What currently happens is when I create an instance of a Funding entity, the "regarding" field doesn't automatically populate and so the Funding instance is visible within all Accounts (from the Funding table within the Account form).

    I would like the Funding entity to behave the same as the Activity entity does with regard to the Account (i.e. when you create an Activity within the Account form, it is automatically associated with that Account). I have tried creating a workflow to do this but I can't see how I can find the appropriate Account to relate without already having this link set up (and thus negating the need to do it)

    Is there any way to do this?

    Thanks in advance.

    Monday, June 24, 2013 2:07 PM

Answers

  • As you said you have created 1:n relationship between account and your custom entity, then you should get account lookup in your custom entity (let's say you nammed it regarding), so when you will create your custom entity record from left navigation of account you will get that lookup field automatically with account.


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    • Marked as answer by Alec Berry Tuesday, June 25, 2013 12:21 PM
    Monday, June 24, 2013 3:45 PM
    Moderator

All replies

  • As you said you have created 1:n relationship between account and your custom entity, then you should get account lookup in your custom entity (let's say you nammed it regarding), so when you will create your custom entity record from left navigation of account you will get that lookup field automatically with account.


    Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    • Marked as answer by Alec Berry Tuesday, June 25, 2013 12:21 PM
    Monday, June 24, 2013 3:45 PM
    Moderator
  • Thanks that works! Would be good to do it within a table on the account form but I will take this for now.
    Tuesday, June 25, 2013 12:21 PM