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Multi-table lookups for non developers

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Posted on by Hilda Steyn

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Hallo Community. First of all, I am not a developer. I am a Business Analyst. But I have embraced Power Platform in all its glory and built a **bleep** good system for my company. The only place where I am stuck is with multi-table lookups.

I understand it isn't possible on Dataverse as it is. Something else needs to be done.

I need a step-by-step guide on what needs to be done. Any recommendations? Please point me in the right (and safe) direction. I am lost.

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Microsoft Dataverse with Power Apps

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Kosenurm 802 on at

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Hi,

You've come to the right place. What is your scenario in more detail?

K.
Hilda Steyn 297 on at

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In broad terms - I have a table with investment accounts. I have several tables with different entities instead of just one client table, simply because the entities are so much different. Now I have to link the investments to the entities to show ownership of the investment. So, my investment account table must have a multiple-table lookup field to find the owner in any of the entity tables.
Mira Ghaly 11,415 Moderator on at

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Hi @hildasteyn

You can add a multi entity lookup in dataverse , you will need to use the XRMToolbox , everything is described in the below article:

https://readyxrm.blog/2021/07/15/using-multi-table-lookups-polymorphic-relationships-in-microsoft-dataverse/