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
tommym121Asked:
Who is Participating?

[Product update] Infrastructure Analysis Tool is now available with Business Accounts.Learn More

x
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Feridun KadirPrincipal ConsultantCommented:
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?
0
tommym121Author Commented:
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>
0
Feridun KadirPrincipal ConsultantCommented:
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.
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
tommym121Author Commented:
"mappings to copy fields "  how to you do that?
0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Development

From novice to tech pro — start learning today.