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CRM - Lookup for different fields of the entity

Posted on 2012-03-20
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Last Modified: 2013-11-25
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
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Question by:tommym121
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6 Comments
 
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Expert Comment

by:Feridun Kadir
ID: 37742128
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?
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Author Comment

by:tommym121
ID: 37742191
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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Accepted Solution

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Feridun Kadir earned 500 total points
ID: 37742649
I'm assuming that the registration entity is the intersect entity.
When you add an registration record to a client from within a client record, then you can use mappings to copy fields from the client record to the registration record. The same applies to Plans. Make sure that you have fields of the same type in clients, plans and registrations and then create mappings in the appropriate relationship.
You can have multiple mappings but not more than one onto the same field.

In views for registrations you can show fields from the parent entities. If you are only concerned with views you may not need to copy fields across.
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Author Comment

by:tommym121
ID: 37743047
"mappings to copy fields "  how to you do that?
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