D365/CRM – Document Template – Missing entity relationship
Other day, I was configuring a ‘Document Template’ for a custom entity (Acknowledgement) which has a 1:N Relationship with Contact entity.
For some reason, the Relationship was not showing up in the ‘1:N Relationship’ grid of the ‘Document Template’ configuration screen.
Reason & Fix:
- The relationship ‘Searchable’ field was set to ‘No’ and hence it was not showing in the list.
- Set the ‘Searchable’ field to ‘Yes’ and publish.
- Refresh the Document Template’s ‘1:N Relationship’ grid and you should see the relationship now.
🙂
Categories: CRM
Document Template, Relationship
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