Thursday, March 01, 2012

Advanced find and Many to Many (N:N) in CRM 2011

I had a discussion today with a potential customer regarding a part of the functionality of advanced find that I thought I might share as it is not so obvious.

In Dynamics CRM 4, it is not possible, with advanced find to use the "related" entities functionality of advanced find to search for objects that are on the other side of the N:N relationship.

However, in CRM 2011 this is possible. For instance, if a new relationship N:N is created between account and contact, it is possible to use advanced find to find all contacts that are connected to a certain company.

It is not, however, possible to show column data from the related entities through an N:N relationship, it is only possible to pick columns through N:1 relationships (in that direction).

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB
http://www.blogger.com/www.crmkonsulterna.se

1 comment:

  1. Nice post showing the difference between Dynamics CRM 4 and CRM 2011.

    ReplyDelete