Create, edit, or view N:N relationships between entities

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More information: Create, edit, or view N:N relationships between entities

1. In the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
2. Open the entity you want to customize, and then under Details, click N:N Relationships.
3. To edit a relationship or view the details for a relationship, select the relationship, and on the Actions toolbar, click More Actions, and then click Edit.

   - OR -To add a new relationship, clickNew Many-to-Many Relationship.

4. For a new relationship, in the Current Entity section, in the Display Option list, you can choose one of the following options:
   • Use Entity Plural Name This will use the plural name of the current entity for the associated view.
   • Use Custom Label Enter a custom label in the Custom Label field. This label will be used for the associated view created for the other entity.
   • Do Not Display The other entity will not display an associated view for the current entity.

   When the Use Entity Plural Name or Use Custom Label options are selected you can choose from the Display Area field to specify where the relationship label will be displayed on the form. You can also specify the Display Order to control where the label will be included within the selected display area.

5. In the Other Entity section, select the other entity in the Entity Name list.

   Note: When you choose the Entity Name, default values will be set for the Name and Relationship Entity Name fields in the Relationship Definition section. If you change the Entity Name value before saving these names will not change. Make sure these names are meaningful before saving.

6. In the Display Option list, you can choose one of the following options:
   • Use Entity Plural Name This will use the plural name of the other entity in the associated view created for the current entity.
   • Use Custom Label Enter a custom label in the Custom Label field. This label will be used for the associated view created for the current entity.
   • Do Not Display The current entity will not display an associated view for the other entity.

   When the Use Entity Plural Name or Use Custom Label options are selected you can choose from the Display Area field to specify where the relationship label will be displayed on the form. You can also specify the Display Order to control where the label will be included within the selected display area.

7. In the Relationship Definition section, confirm the Name and the Relationship Entity Name.
   • These values must be unique. No other N:N relationship can have the same values.
8. Click Save and Close to close the N:N Relationship form.
9. When your customizations are complete, publish your customizations:
   • To publish customizations for the entity you are currently editing, on the Actions menu, click Publish.
   • To publish customizations for all entities at once, open the Customize Entities list. On the More Actions menu, click Publish All Customizations.
   • To publish customizations for specific entities, open the Customize Entities list and select the entities you want to publish. On the Actions toolbar, click Publish.

Note

Any time you change user interface elements or implement form scripts for an entity you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics CRM Online such as custom entities, relationships, or attributes are applied immediately.

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