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Dynamics CRM lookup to quote products (aka quote details)


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?

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Solution

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