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home/Knowledge Base/Template Designer(DCP)/How to build Multilevel-Relationships

How to build Multilevel-Relationships

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In this example we build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product. This might be needed as the Quote Product inherits the name of the parent product. Here you can see a simplified illustration of the structure in CRM:

Structure of a Quote in Dynamics 365
Figure 1: Structure of a Quote-Product relationship in Dynamics 365

 

To get the values for the product we first need to resolve the relationship from Quote to Quote Line (Quote Product) and select the desired fields. This is a 1:N (one to many) relationship.


Figure 2: Quote to Quote Line relationship 1:N

Once this is done, we need to add another layer to the relationship by clicking on the [Add]-button, this will open a second dialog as you can see below.


Figure 3: Add another layer to the relationship

Now we create the second layer of the relationship form Quote Line to Product and select the desired fields as you can see below. This is a N:1 (many to one) relationship.


Figure 4: Quote Line to Product relationship N:1

Afterward, we need to click on the [OK]-button on every dialog that has been opened during building the relationship. So the newly created Multilevel-Relationship has been saved and can be used to build a DCP table.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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