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Contacts Entity To be linked with Account & another Custom Entity RRS feed

  • Question

  • Hi

    At the moment, we have the Contact entity linked with account entity. Many contacts associated with one account.

    We have a new requirement to create a custom entity "ABC". 

    We have a new relationship requirement to  associate many contact records to one Account record or one "ABC" record.

    Please can you advise the necessary solution.

    Thanks

    Sudha

    Tuesday, September 4, 2012 6:51 AM

All replies

  • Hi,

    Just create a 1:N relationship between the contact entity and that custom entity ABC.


    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Tuesday, September 4, 2012 7:42 AM
    Answerer
  • HI Surya

    Thanks for your reply. I am able to create the relationship. But I want to associate the contact either to account or ABC. how to acheive that. The Look up to has to show : both entities 1. Account 2. ABC . User should be able to choose one of them and save the value.

    Any ideas ? Please help.

    Thanks

    Sudha

    Wednesday, September 5, 2012 4:18 AM
  • This link might help you out - likely not supported but might accomplish what you are after.

    http://mscrmgoodies.blogspot.com/2012/02/custom-lookup-in-crm-2011.html


    Jason Lattimer

    Wednesday, September 5, 2012 4:38 AM
    Moderator
  • Thanks Surya & Jason for your replies. I will check it out.
    Tuesday, September 11, 2012 5:00 AM