I am working with a fairly new implementation of Dynamics CRM. Finally got all of our data imported and am now working on refining forms etc.
I have a custom entity called Qualifying with a N:1 relationship with Account Entity. After the Account information was imported, I imported each accounts qualifying records if they had any. When I go to the custom entity I can see all the qualifying records there with the Account field populated. If I navigate to Accounts, then choose an account and go to Qualifying there are no Associated records. I have to click on Add Existing Qualifying record, then search for the record for that account.
Why are these not already associated with the Account?
And more importantly, is there a way for me to associate the Qualifying records with the appropriate Account record without going into every Account, navigating to the Qualifying records and manually picking the record? Which really isn't an option since there are roughly 20,000 qualifying records or more.
Grlynn