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tommym121
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CRM - Lookup for different fields of the entity

I would like to lookup different fields for an entity, how would I do that? How many relationships do I define?

e.g.

Plan Entity
PlanName, PlanAccountID, PlanDescription
I would like PlanName, PlanAccountID map into name, AccountID for the Plan Registration Entity when I do a lookup in PlanRegistration Entity
Microsoft DevelopmentMicrosoft DynamicsMicrosoft ApplicationsEnterprise Software

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tommym121

8/22/2022 - Mon
Feridun Kadir

When you create a relationship between two entities, CRM adds a lookup field on the child entity of the relationship (e.g. 1:n relationship between Account and Project, Project is the child entity). The lookup field references the parent entity using the primary field which is generally a name field. You can't choose which field is used.

If you want to have multiple lookups to a parent record then create multiple relationships.

But I'm not sure I fully understood your question, perhaps you could elaborate please?
tommym121

ASKER
I am doing a manual N:N relationship.  e.g.  Client have multiple plans, Clients can share same plan.  I try to have a registration Entity to do the N:N relationship.  I would like to have some information from Client or Plan to show up in registration entity.

Doest that make sense?

In a relationship, you can also define the  mapping does that mapping help me to achieve what I have if I define one relationship but multiple maps within the mapping>
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Feridun Kadir

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tommym121

ASKER
"mappings to copy fields "  how to you do that?
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