Modify and delete multi-table lookups within Dynamics 365 CRM



In our previous blog, we looked at “how to create a lookup field with multiple tables”, where we created the Distributor lookup with Account, Contact and Lead tables on the custom table Retailer. In this blog, we will see how to add or remove tables from an existing multi-table lookup. For which we shall add the Appointment table and remove the Contact table from the Distributor lookup.

Scenarios:

  • Add a table to a multi-table lookup.

To add a table to an existing multi-table lookup, we need to define a new 1: N relationship between the table which we want to add to the lookup and the table on which the lookup is placed.

As per our example, we want to add the Appointment table to the Distributor lookup on the Retailer table. So, we will define the 1: N relationship from the Appointment table to the Retailer table.

Below is the C# code using which we can define the 1: N relationship programmatically which will add the Appointment table to the lookup.

public void...



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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