Add Multiple Records to field

[geoowl]

Greetings, 

I am building a model driven application to assist us on contract bids. The contracts often require that we assemble of team of companies. 

Is it possible to create a field (for my "Opportunities" entity)  that allows you to select multiple "Company" entity records? I have a tab in the form view for "Teaming" and would like to add all of the teamed companies to a "Team" field.

Once there are multiple company records associated with the Opportunities entity, I would like to be able to submit emails to all companies at once. Is this possible? 

Thanks for your help! 

[EricRegnier · Accepted solution]

Hi @geoowl,

Yes it's possible with a many-to-many (N-N) relationship between Opportunity and Company. You can use out-of-the-box N-N relationship or create a custom one with a "junction" entity (an entity that has lookups to both Opportunity and Company). Both methods have pros and cons, but my personal preference is junction entity because you can have additional fields on the relationship such as "Relationship Type" whereas out-of-the-box N-N are pretty limited. Once you've established your N-N relationship, add a subgrid referring to your junction entity (or referring to out-of-the-box N-N) on the Opportunity form where users will add Companies as need be.

For your 2nd question, it's also possible and I assume Exchange integration is already setup and the mailbox are enabled, if not check out the link below. Each Company (assuming you're using the out-of-the-box account entity) must have an email set (name = EMailAddress1) and users will have to select the companies manually in the "TO" field unless you have an automated email where your logic automatically set the recipients.

Enable outgoing emails: https://docs.microsoft.com/en-us/power-platform/admin/connect-exchange-online

Hope this helps!

[geoowl]

Thank you so much!

This works, I created the "Teaming" entity and have it linked to "opportunities" and "companies" and have the related "Teaming" records displayed in a sub-grid on the Opportunities Form. I still think there should be an entity that enables multiple lookup records outside of the activity party-list entity (To, cc, bcc, etc.) but this will work!

As far as the emails go, I think i am going to have to create an E-mail Distro entity since we work with various divisions within the same companies, so a company specific distro can change from opportunity to opportunity. Again a field with multiple records would be helpful. I know Dynamics has marketing lists, so I'm looking into those as well.

Thanks for your help!

[saurabh_jadhav]

Hey, how did u add the N-N records?
I'm using Power Pages and I want to insert multiple related records in while creating a new record in a table.
Scenario is one Community Call request can have multiple attendees, so to add multiple attendees, I'm creating a subgrid below the form for new call request. But I'm not able to configure it, so that I can select multiple attendees from subgrid while creating a new call request.

[EricRegnier]

Hi @saurabh_jadhav,

If you're using a custom N-N then it would be the same method as a standard subgrid with a lookup column. More details: https://learn.microsoft.com/power-apps/maker/portals/configure/configure-basic-form-subgrid
With out-of-the-box N-N, I'm not sure at the top of my head but you'll get better support posting this question at the Power Pages forum: https://powerusers.microsoft.com/t5/Microsoft-Power-Pages-Community/ct-p/MPPCommunity 
Hope this helps!

[saurabh_jadhav]

Hey @EricRegnier ,
Thanks for your reply, but the issue still remains the same for me. I want to select multiple  already existing contacts from contact table and just relate them with each newly created event. Two things I can't figure out is: how to allow user to select multiple contacts from subgrid and another is how can I "relate" existing contacts with new event being created as subgrid provides options to create new contact which I don't need.