Dynamics CRM lookup to quote products (aka quote details)

Question

I'm using CRM 2016 quotes and quote products (quote details). Business requirement is to have a possibility to specify requested delivery dates to each quote product. There might be several delivery dates to one quote product. I want to create custom entity "delivery dates", that would have lookup to quote product.

Relationships should look like this: Quote -- 1:N --> Quote Products -- 1:N --> Delivery Dates

Unfortunately I cannot find Quote Products in Target lookup types. Is there a way to accomplish my desired outcome?

score 1 · Accepted Answer · answered Oct 06 '16 at 07:31

1

You can't create 1:N relation from entity 'quote details' the only option is N:N and N:1.

answered Oct 06 '16 at 07:31

pen2

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Well I've figured that out... any ideas for a workaround? – Andrius Darulis Oct 06 '16 at 07:33
Can't you go with N:N relation? – pen2 Oct 06 '16 at 07:37
pen2, great suggestion. I've just checked it out. N:N would not work exactly as expected. I would have to override "add existing" buttons in order to make creation of records similar to 1:N relationship. – Andrius Darulis Oct 06 '16 at 08:03
Or you could just create a plugin that fires on the association and will throw an error if there is already is an entity record associated. – Stefan William-Worrall Oct 07 '16 at 09:56

Dynamics CRM lookup to quote products (aka quote details)

1 Answers1