Add or edit form navigation for related entities
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
In the form Navigation Pane, you can add links to related entities. When a user clicks one of these links in a record, the associated view for the entity is displayed.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Customizations.
Choose Customize the System.
Under Components, expand Entities, expand the entity you want to work with, and then choose Forms.
In the list, locate an entry with the form type of Main, and then double-click or tap to edit it.
To add a link to a related entity, on Home tab, in the Select group, choose Navigation.
The Relationship Explorer pane displays on the right side of the form editor.
In the Relationship Explorer pane, in the Filter list, select one of the following options:
Available Relationships. Lists all the entities that can be related to the entity the form is associated with.
1:N Relationships. Lists entities that can be related in a 1:N relationship to the entity the form is associated with.
N:N Relationships. Lists entities that can be related in a N:N relationship to the entity the form is associated with.
If no related entities show up in the Relationship Explorer pane, you cannot create a link on this form to a related entity.
Select the related entity you want to link to, drag it to the Navigation Pane, and then drop it where you want it to be displayed.
You can also create a new relationship by choosing New 1:N or New N:N in the Relationship Explorer pane. For more information, see Create and edit entity relationships
To edit the properties for this or any other related entity link, in the Navigation Pane, select the link, and then on the Home tab, choose Change Properties.
In the Relationship Properties dialog box, on the Display tab, type a new display label.
On the Name tab, choose Edit to view or edit the details associated with the relationship record.
Preview how the main form will appear and how events will function:
On the Home tab, choose Preview, and then select Create Form, Update Form, or Read-Only Form.
To close the Preview form, on the File menu, choose Close.
When you finish editing the form, choose Save and Close to close the form.
When your customizations are complete, publish them:
To publish customizations for only the component that you are currently editing, in the Navigation Pane, choose the entity you have been working on, and then choose Publish.
To publish customizations for all unpublished components at one time, in the Navigation Pane, choose Entities, and then on the command bar, choose Publish All Customizations.
Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it’s least disruptive to users.