Relationships in Microsoft Dynamics CRM : 1:N, N:1, N:N

Entity Relationships in Microsoft Dynamics CRM

Entity Relationships in Microsoft Dynamics CRM is the ability to relate an entity to itself, which is referred as self-referential. Relationships are user friendly and don’t need to be a database administration expert to configure relationships between entities. Microsoft Dynamics CRM supports the following relationships :

  • 1:N relationships (one to many).
  • N:1 relationships (many to one).
  • N:N relationships (many to many).
1:N (one to many) Relationships in Microsoft Dynamics CRM

Entity Relationship defines how records can be related to each other in the database. Adding a lookup field to an entity creates a new 1:N (one-to-many) relationship between the two entities. With the lookup field, One parent record is associated to many child records. Basically it forms the parent-child relationships. A parent object can have many child’s objects but a child object must have only one parent object.

N:1(Many to One) Relationships in Microsoft Dynamics CRM.

With an N:1 relationship, the primary entity is the one you select. Therefore, the entity you are customizing is the related entity.

Example :-

if you want a Contact entity to have multiple Account entities associated with it, you apply an N:1 relationship to the Account entity.

N:N (Many to many) Relationships in Microsoft Dynamics CRM.

With an N:N relationship, there is not one primary entity and another secondary or related entity; rather, they both act as both types.

Example:-

you might want to have one Contact entity related to many Account entities or one Account related to many Contact entities. You might, for instance, have a Contact with a new person who works for two companies, and each company might have many Contact entities apart from this one.

In this Microsoft Dynamics CRM< tutorial, we are going to create 1:N (one-to-many) relationship between Account and Contacts. Where an Account can have many contact records but the same contact can have only one account record related to it.

Create 1:N Relationship in Dynamics 365

It is essential to create a lookup field before creating 1:N relationship in Microsoft Dynamics CRM. To create relationship follow the steps given below :

  • Navigate toSettings | Customizations | Customize the System.

Now go to Components and expand your Entity to which you want to create 1:N relationship.

  • To create new 1:N Relationships, navigate t0 your Entity and click on 1:N Relationship as shown below.

For a new relationship, in the Relationship Definition section, in the Related Entity list, select the entity to be related. As shown below the related entity will be “Contact“.

  • Select whether this will be searchable to not.
  • In the Lookup Field section, specify a value for the Display Name field

Enter all the details in Relationship Definition. Lookup Field section, Navigation pane Item for Primary Entity and RelationshipBehaviour.

  • Click on Save button and publish all your customizations.
  • Now go to Mapping and create new Mapping between the Source entity and Target entity.
  • Click on New button to create mapping between Account and contact.

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