dynamics-crmdataversedomain-data-modelling

Automatic linking in dataverse virtual tables


I am using the standard contact from dataverse/Dynamics365 CRM. I would like to have a virtual entity that is related to the contact on a "non-primary" key.

The virtual table and the contact shares an email field.

I would like to have some "automatic" relationships defined, so the contact and the virtual entity would be automatically linked on the email field.

How would i go about it? I can define the virtual table and its relationship to the contact, but can't figure out how to create the "instances" of relationships.


Solution

  • If the virtual entity provide is from Odata feed and out of your control, it will be a little bit tricky. There are several options seems possible, but none of them is easy.

    Simply summary:

    1 & 2 will add the lookup column in VE, and adjust the data source to add the column.

    3 will not modify the VE and data source, but do a heavy customization in UI level with PCF.