Thursday, 17 March 2016

CRM 2016 Add entity in another entity



Add entities in an entity


An entity can be added within another entity using the Sub-grid option.
You can give relationships between entities like 1:N, N:1 and N:N
For example, a new custom entity was created and added to the solution, say Job Profile and added a 1:N relationship from Contact to Job Profile.

See the Job Profile entity below.  Some fields like Key skills ( a dropdown/option set), text field for Experience, option set for Expertise, a look up for Disability type and its dependent field Severity lookup are created and inserted the fields in the entity. Please find.

Note: Creation of dependent lookups is detailed in the next section.


1:N relationship is added from Contact -> Job Profile as shown below.



 

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