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Create or edit N:N relationships between entities


Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

More information: Entity Relationships ./help/ug_cust_entity_Relationships.htm


  1. In the Navigation Pane, click Settings.

  2. Under Customization, click Customizations.

  3. In the Customization area, click Customize the System.

  4. Under Components, expand Entities, and then expand the entity you want.

  5. Click N:N Relationships.

  6. To edit a relationship or view the details for a relationship, select the relationship, and on the Actions toolbar, click Actions, and then click Edit.

- OR -To add a new relationship, click the New Many-to-Many Relationship button.

  1. For a new relationship, in the Current Entity section, in the Display Option list, you can choose one of the following options:

When the Use Entity Plural Name or Use Custom Label options are selected you can choose from the Display Area field to specify where the relationship label will be displayed on the form. You can also specify the Display Order to control where the label will be included within the selected display area.

  1. In the Other Entity section, select the other entity in the Entity Name list.

Note

When you choose the Entity Name, default values will be set for the Name and Relationship Entity Name fields in the Relationship Definition section. If you change the Entity Name value before you save, these names will not change. Make sure these names are meaningful before saving.



  1. In the Relationship Definition section, confirm the Name and the Relationship Entity Name.

  2. These values must be unique among N:N relationships.

  3. Click Save and Close to close the N:N Relationship form.

  4. When your customizations are complete, publish them:

Note

Any time you change user interface elements or implement form scripts for an entity, you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics CRM such as custom entities, relationships, or fields are applied immediately.


Related Topics


Entity Relationships 572

Understanding Hierarchical Entity Relationships 572

Mapping Entity Fields 520

Understanding Entities 499




Add form navigation for related entities


In the form Navigation Pane, you can add links to related entities. When a user clicks one of these links in a record, the associated view for the entity is displayed. If you want to modify the way an associated view is displayed, see Edit the associated view (on page 537).

  1. In the Navigation Pane, click Settings.

  2. Under Customization, click Customizations.

  3. In the Customization area, click Customize the System.

  4. Under Components, expand Entities, and then expand the entity you want.

  5. Click Forms. In the list, click a form to edit it if it has a Form Type of Main.

  6. To add a link to a related entity, on Home tab, in the Select group, click Navigation. Relationship Explorer opens on the right side of the form editor.

  7. In the Relationship Explorer list, select the related entity you want, drag it to the Navigation Pane, and drop it where you want it to be displayed.

Tip: You can also create a new relationship by clicking the New 1:N or New N:N buttons at the bottom of Relationship Explorer. More information: Create, edit, or view 1:N relationships between entities (see "Create or edit 1:N relationships between entities" on page 573), Create or edit N:N relationships between entities (on page 580)

  1. To edit the properties for this or any other related entity link in the Navigation Pane, select the link, and then on the Home tab, click Change Properties.

  2. In the Relationship Properties dialog box, on the Display tab, type a new display label.

  3. On the Name tab, you can view details about the entity relationship for this link. Click the Edit button to view or edit the relationship record. More information: Create, edit, or view 1:N relationships between entities (see "Create or edit 1:N relationships between entities" on page 573), Create or edit N:N relationships between entities (on page 580)

  4. Click OK.

  5. You can preview how the main form will appear and how events will function:

  1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.

  2. To close the Preview form, on the File menu, click Close.

  1. When you finish editing the form, click Save and Close to close the form.

  2. When your customization are complete, publish them:

  • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.

  • To publish customizations for all unpublished components at one time, click Publish All Customizations.



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