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How to make a costum relationship n:n in CRM2011 RRS feed

  • Question

  • I am new to CRM 2011 an need help to make a N:N relationship for the following problem.

    In the account(company) formular is an existing grid called "Kontakte" where you can assign existing contacts.

    Now I want to display in the "Contacts"-formular every company the contact is assigned to the "Kontakte" grid.

    How can I do this?

    Tuesday, May 12, 2015 11:35 AM

All replies

  • Hi,

          Please find the below video and article with step by step guide for the same:

    https://xrm2011.wordpress.com/2011/08/11/extended-nn-relationships-in-crm-2011/

    https://www.youtube.com/watch?v=w0DsLXg0Ypg

    Hope this helps.
      
    -----------------------------------------------------------------------
    Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

     

    • Proposed as answer by Minal Dahiya Tuesday, May 12, 2015 11:40 AM
    Tuesday, May 12, 2015 11:40 AM
  • Thanks for the guide but I don't understand why I have to create a new entity? Is this just an example?

    Tuesday, May 12, 2015 1:13 PM
  • So that example is actually adding another entity to work like a "Connection" so you can define what kind of relationship your N:N entities have. 

    If you don't care about that, and just want to directly link them without explaining the nature of the relationship, a direct N:N will work.  Then just add the subgrid to the Account form that points to the N:N relationship.


    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Tuesday, May 12, 2015 2:45 PM
  • I followed the guide but I could not get it to work for my case. Maybe someone can write me a short step by step guide with what to do and why?
    Tuesday, May 12, 2015 2:46 PM
  • Thanks for your answer.

    So the new entity is the connection. I added a new entity "Assigned Contacts".

    Then I have to create 2 lookup fields if I am correct? One that lookup the account form and an other which lookup the contact form?

    Tuesday, May 12, 2015 3:14 PM
  • I think this guide is not working, since the contacts are assigned in a subgrid. I tried to make a lookup field to this subgrid but I can not see the id name in the list...
    Wednesday, May 13, 2015 12:45 PM
  • Ok i created a new entity "Assigned Contacts" created many fields and then a lookup field. I linked the whole company fields to the new entity fields.

    Then I selected the "Assigne Contacts" entity in the view of the subgrid "assignedContactsGrid".

    Now it looks like this....

    I have the rows but not the information. The original "Aktivity" subgrid is an 1:n. How can I convert this      to a n:n?

    Wednesday, May 13, 2015 3:17 PM