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Parent-child entity model in CRM 4? RRS feed

  • Question

  • Hi

    Is it possible to set up in Dynamics CRM 4 an entity model that passes globally used attributes of a parent entity to its child entities (as Activities and Task, Phonecall, Meeting etc.)?  The follwing simplified model gives a further idea what I am looking for:

    Entity 1: Attribut a, Attribut b

    Entity 2: Attribut a, Attribut b, Attribut c, Attribut e, Attribut f, Attribut g, etc.

    Entity 3: Attribut a, Attribut b, Attribut h, Attribut i, Attribut k, Attribut l, etc.

    Entity 4: Attribut a, Attribut b, Attribut e, Attribut f, Attribut i, Attribut x, etc.

    etc.

    Would much appreciate any ideas or best practice tips!

    Best regards,
    Benno

    Wednesday, July 7, 2010 2:29 PM

Answers

  • Mappings are only a one time copy. However, with a little workflow wizardy you will be able keep them current.

    Also, if you liked Dave and my responses would you mark them as answers.

    Thanks.


    Jerry http://www.crminnovation.com
    Monday, July 12, 2010 12:33 PM
  • Mapping, unfortunately, occurs strictly when a record is created.  Mappings are not applied to Updates to these attributes.  If you want to tie the information together forcefully, you'll need to use Plugins to keep the values of all the attributes in sync.  However, there is no reason that you could not simply reference the parent's attributes in any code, view, or form available--so the redundancy ultimately complicates the data structures, platform operations, and management needlessly.
    Dave Berry
    Wednesday, July 7, 2010 6:51 PM
    Moderator
  • I don't think it's possible, with CRM's grids.  There are special grids used for Activity and Customer lists, and I'm pretty sure you'd have to make a custom one for your purposes.

    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Thursday, July 15, 2010 5:13 PM
    Moderator

All replies

  • Benno,

    CRM supports the one time mapping from parent to child. This is done in the mappings area where you have set up the relationship.


    Jerry http://www.crminnovation.com
    Wednesday, July 7, 2010 4:08 PM
  • Mapping, unfortunately, occurs strictly when a record is created.  Mappings are not applied to Updates to these attributes.  If you want to tie the information together forcefully, you'll need to use Plugins to keep the values of all the attributes in sync.  However, there is no reason that you could not simply reference the parent's attributes in any code, view, or form available--so the redundancy ultimately complicates the data structures, platform operations, and management needlessly.
    Dave Berry
    Wednesday, July 7, 2010 6:51 PM
    Moderator
  • To complement Dave's post, you could very well use workflow to update the attributes from parent-child or child-rent as necessary.
    Jerry http://www.crminnovation.com
    Wednesday, July 7, 2010 7:02 PM
  • Thanks a lot Jerry and Dave for your inputs! They showed me a way we might follow.

    Benno

    Friday, July 9, 2010 11:32 AM
  • The mapping functionality is cool, that solves most of my problems. Is it right that mappings work only as a copy and changes on a parent will not be synchronized?

    Another Problem: If I have this Parent - Child mapping: How can I display all different child entities in one List? I would like to have a list/view like Activities (there are all children entities in one list, for example “eMails”, “Letters”, “Tasks”, etc.). Is it possible at all?

    Best regards.
    Simon

    Monday, July 12, 2010 9:37 AM
  • Mappings are only a one time copy. However, with a little workflow wizardy you will be able keep them current.

    Also, if you liked Dave and my responses would you mark them as answers.

    Thanks.


    Jerry http://www.crminnovation.com
    Monday, July 12, 2010 12:33 PM
  • Thanks JerryWeinstock for the fast answer. I'm going to mark your replies as answers. Maybe you have also a solution for my second problem (more than one entity in ONE list).

    Quote of previous reply:  If I have this Parent - Child mapping: How can I display all different child entities in one List? I would like to have a list/view like Activities (there are all children entities in one list, for example “eMails”, “Letters”, “Tasks”, etc.). Is it possible at all? Any ideas?

    Thanks and best regards

    Simon

    Thursday, July 15, 2010 8:35 AM
  • I don't think it's possible, with CRM's grids.  There are special grids used for Activity and Customer lists, and I'm pretty sure you'd have to make a custom one for your purposes.

    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Thursday, July 15, 2010 5:13 PM
    Moderator
  • I concur with Dave's response.
    Jerry http://www.crminnovation.com
    Thursday, July 15, 2010 6:23 PM