Here we start 1:N & N:1 & custom 1:N relationships

1:N relationships
In a 1:N relationship, a primary record can be associated with zero or more related records, and the related records can be associated with one primary record.
N:1 relationships
We create a custom 1:N relationship in Microsoft Dynamics CRM 2011 from the primary entity by specifying the related entity type. We can also create a custom N:1 relationship from the related entity by specifying the primary entity type. So, the 1:N and N:1 relationships are created from a different starting point, but are
otherwise the same. We can also create custom N:1 relationships by creating a lookup field on a related entity.
For example, in Microsoft Dynamics CRM 2011, an account can have many contacts associated with it. Each contact can have a parent account. From the point of view of the account, this is a 1:N relationship with contacts, and from the point of view of the contact, this is a N:1 relationship with accounts.
Creating a custom 1:N relationship
To create a custom 1:N relationship, follow these steps:
1. In the navigation pane, click on Settings.
2. In the Customization group, click on Customizations and then click on Customize the System to open the default solution.
3. In the left-hand navigation area of the solution, expand the Entities component and then expand the appropriate entity.
4. Click on the 1:N Relationships area.
5. In the grid toolbar, click on New 1:N Relationship.
6. In the New Relationship pop-up window, provide the following information:
°° Primary Entity: The primary entity from which you want to create a 1:N relationship, for example, Account
°° Related Entity: The entity to which you want to create a 1:N relationship, for example, Policy

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Note: If you are creating a 1:N relationship, the Primary Entity field is already selected and is read-only. You can specify the related entity. If you are creating a N:1 relationship, the Related Entity field is already selected and is read-only. You can select the primary entity.

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°° Name (in Relationship Definition): Schema name of the relationship, for example, packt_account_packt_policy is the default name for a custom 1:N relationship between the account and packt_account entities
°° Display Name: The name of the lookup field
°° Name (in Lookup Field): Name of the lookup field displayed on the primary record, for example, Policy Holder.
°° Requirement Level: The requirement level for the lookup field (following options are available for this field):
No Constraint: It is optional for related records to have a primary record
Business Required: It is mandatory for related records to have a primary record
Business Recommended: It is suggested that related records should have a primary record
°° Description: A description for the lookup field
°° Display Option: Specifies whether the related records are displayed from the primary record (the following options are available for this field):
Use Plural Name: The related records are displayed in an area on the primary record using plural name of the related entity as the area label
Use Custom Label: The related records are displayed in an area on the primary record using a custom label for the area
Do Not Display: The related records are not displayed on the primary record
Custom Label: The custom label that is used when Display Option is set to Use Custom Label
°° Display Area: The area group on the primary record where the related records are displayed
°° Display Order: The sort order of the related records area on the primary record

°° Type of Behavior: The relationship behavior between the two entities when certain actions are applied to a primary record (see the Relationship behaviors section discussed later in this chapter) for further details

7. Click on Save and Close.

1:N & N:1 & custom 1:N relationships

Articles in the course

  1. Security privileges
  2. Custom entity privileges
  3. Delete & Managed properties
  4. Field datatypes
  5. Removing form components
  6. Selecting default view
  7. Selecting chart type
  8. Organization-level auditing tips
  9. Configuring entity-level auditing
  10. Configuring field-level auditing
  11. Campaign responses
  12. Standard security roles
  13. Business units and inherited security roles
  14. Applying security roles to users and teams
  15. create custom security role
  16. Managing teams & create team
  17. Add & Remove users to team
  18. Add teams to user
  19. Assign & Remove security role to team
  20. Share & Unshare records with team
  21. Delete team
  22. Creating and managing users
  23. Disable and Enable User
  24. Reassign user’s records another user
  25. Assign security role to user
  26. How to assign user to team
  27. Types of entity Relationship & Unsupported relationship
  28. 1:N and N:1 and Custom 1:N Relationships
  29. Primary Fields Lookup Values and Relationship Behaviors
  30. Native N:N and Manual N:N Relationship
  31. Self-Referential 1:N and N:N Relationships
  32. Creating and modifying mappings
  33. Requirements for mapping
  34. Creating connection roles
  35. Creating connection
  36. Editing tabs
  37. Editing sections
  38. Editing fields
  39. Editing navigation area
  40. Editing the header and footer
  41. Adding sub-grids
  42. Adding iFrames
  43. Adding web resources
  44. Previewing forms
  45. Advanced Find & Associated view
  46. Lookup & Quick Find view
  47. Creating view & organizing data in view
  48. Adding and maintaining fields in a view
  49. Adding charts to entities
  50. Exporting & importing system and user charts
  51. Configuring organization-level auditing
  52. General System setting
  53. Calendar & Formats & Auditing
  54. E-mail
  55. Marketing & customization
  56. Outlook
  57. Reporting
  58. Goals
  59. CRM for Outlook settings & System Settings
  60. CRM for Outlook Personal Options
  61. Managing the business units
  62. Creating custom entities
  63. Custom entity options & its detail
  64. Customizing entities
  65. Customizing an entity from a grid or form
  66. Showing an entity’s dependencies
  67. Publishing entity & updating entity’s icon
  68. Datatype descriptions
  69. Field properties and its detail
  70. Customizing fields & Advantages of creating & modifying field
  71. Modifying existing fields & Creating custom fields
  72. Field-level security & Enabling it
  73. Method 1: Creating the global option set first
  74. Method 2: Creating the global option set while creating the field
  75. Modifying & Deleting global option set