Relationship and Mapping in CRM 2011

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I am really new to MS Dynamics CRM .. and am stuck with understanding the Relationship and Mapping section.

I want to map the "city" field from Account entity to a "city" field in my custom entity "Custom".

For that I navigate to Account entity settings and create a 1:N relationship with related entity as "Custom" and then map the two fields.

Just like how all related data from "Lead" entity gets transferred to "Opportunities" after "Qualify", I want my custom "city" field to be filled with "city" from "Account" after i create a new account record.

This has something to do with workflows right?

Please correct me if I am wrong anywhere.

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dynamics-crm-2011dynamics-crm
stackoverflow.com/questions/17311436/… – Guido Preite
@GuidoPreite could I have created/edited a 1:N relationship for the same? Also as I understood 1:N and N:1 is the same, we just change the entity from which we are creating/viewing it?? – konxie
1:N and N:1 are not the same, because change which entity will contain the lookup field. If for example 1 Account can have several "custom" entities, just create a lookup field inside the "custom" entity, in this way CRM will create the right relationship for you. After edit the mapping for the new relationship – Guido Preite
o.O thanks for clearing that up mate .. one last thing .. can you please provide me with some links to "Relationship and Mapping" articles/videos/anything :) Cheers! – konxie
there isn't so much, the mapping is quite simple, you can check this link powerobjects.com/blog/2012/06/26/… – Guido Preite

1 Answers

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It sounds like you want to create a N:1 relationship on your Custom entity which points to the Account entity. If you are not looking for a lookup field, or if the entities are otherwise already related, then the “Mappings” feature of the relationship may be worth looking into. Keep in mind that this type of mapping only works when you are creating the “child” record from the “parent” record (with the parent form open). If you create the record “stand-alone” it won’t auto create the mapping. You can use workflows, however they run asynchronously and you may not see the result right away (which can confuse end users). Aside from that your options are JavaScript (not 100% reliable) or a custom code a Plugin.