Hi all,
Relatively new to Dynamics CRM. I'm working with relationships but i can't seem to get them to work.
I have a custom activity entity. When i create a new activity from a contact it auto populates the name of the contact using the Regardingobjectid. So i thought great! If that auto populates it should be quite easy to get other fields to populate from the parent contact.
However, it isn't straight forward! I went into 1:N relatationships within Contact and noticed the relationship with my custom activity entity. It is a parent relationship so i can't add additional mappings. So i tried creating another relationship between the 2 entities, and mapped various fields together. E.g. firstname on Contact to new_firstname on the custom entity. But that didn't work either.
I may be missing the point with relationships. Is what i'm trying to do even possible? Do the names of the fields need to be identical?
Any advise would be greatly appreciated.