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Manual Many to Many Relationships (N:N)

There are times when a MANUAL many to many relationship is desired. One of the key reasons might be that you want to add fields to the intersecting table. Here are the steps for creating a many to many relationship. 

Step 1: Open a new or existing solution. Select Settings, Select Solutions  (How and to use solutions will be part of future post)

Open Solution

Step 2: Create the intersecting Entity. Select Entities, Select New and give the intersecting entity a name. I am going to name this example Relationship Role and I am going to configure a manual many to many relationship that captures a set of details on a relationship that one contact has to another contact. 

Intersecting Entity

Step 3: Save the new Entity.

Step 4: Add the desired fields to the new entity. I added a field "where they met" and a field called "# of years" and an option set indicating the level of relationship between the two people such as acquaintance, best friends, work associates, teammates, etc. 

Step 5: Create the Relationships with Contact. You will want to create both a 1: N and an N:1 relationship between contact and the new entity. Also if you are tracking how one contact knows another contact (my example) then you will need two N:1 relationships to the custom entity. 

ContacttoRelationshipRole

This N:1 Relationship shows up on the Relationship Role Entity as the Contact associated with the intersecting entity. 

You will also want the 1:N relationship so that you can show all the relationship roles that a contact might have. 

Relationship Role to Contact

The end result is that you can work with the Relationship Role Entity Form

RelationshipRole Form

ManytoMany

 


Help me spread the word to New Hampshire and Vermont Microsoft Dynamics 365 for CRM/CE Customers

New Hampshire and Vermont Microsoft Dynamics 365 for Customer Engagement Regional User Group

Next Meeting

  • When:  Wednesday, Feb 27, 2019 from 10:30 AM to 1:00 PM (ET) 

    Topic: All things Dynamics 365 and Document Management!

    AGENDA

    • 1/3 Vendor       Clint Higley from CRM Add-Ons will present on the documents core pack.
    • 1/3 Customer  Nick Hogan and Stephen Gavosto from BC/BS of Vermont will present on their Health Insurance Customer Service Implementation
    • 1/3 Partner      Knowledge Shared, notes from the field - An open discussion on document management using Azure Blob Storage vs. SharePoint Online 

 


NHVT RegionalUser Group - Front

NHVT RegionalUser Group - Front


DYNAMICS Peeps! Update your calendars with FOCUS #UserGroupFocus - Get your deep dive on!

 

Microsoft Dynamics 365 User Group Community FOCUS https://ugfocus.com/houston-register 

Monday, March 11, 2019
4:00 PM – 5:30 PM
Anne Stanton


Tuesday, March 12, 2019
8:00 AM – 9:30 AM

Feedback on the v9.1.x.xxxx new User Interface

Kudos to the Microsoft business application development teams for making the new user interface a joy to work with as a configuration, business focused, technical analyst (and whatever else people classify me as).

I spent the last couple of months neck deep in all that is new in v9.1.x.xxxx and it was a lot of fun.

The interface is so adoptable. It literally changes depending on your screen real estate from your tiny mobile screen all the way up to that TV in your living room. You don't have to jump around on devices, you can also use ZOOM in your browser and see it change.  

A couple of neat tricks.

  • You can use your existing forms, you do not have to create all new forms. 
  • You can use both the old interface and the new interface for your audience. (for the I like it the way it is sub-crowd)
  • You can limit what forms and views that are available by app audience.  

What is this "App" term? 

Let me take all fear from your soul. I learned to create a new app very quickly. You do have many choices and yes, I have a lot of depth of understanding and base to build on, but if you cut through all the noise you too can create an app fairly quickly. Better yet, work on a win/win with your partner to stay current and to drip change. Creating an app could be a drip change and it is worth it.


Spring 2019 is just around the corner: Dynamics 365 for CE Release Notes

Spring is just around the corner and in addition to the drip updates that continue for the Microsoft Dynamics 365 for Customer Engagement ONLINE users the semi-annual update has been documented and announced. 

Take a look at the Spring 2019 release notes