In most cases, organizations have their own unique ID’s to identify records. As an example, ABC organization uses DBID as their unique internal account code. For each related custom record, they will use DBID as the foreign key to identify… Read More ›
Relationship
Dynamics 365 Parent Child Account Relationship Configuration – Part 2
If you are new to this topic, I suggest you read my previous post where we discuss the behavior of parent account field in detail. So far, we had created our “Child Accounts” sub grid under the main account form… Read More ›
Dynamics 365 Parent Child Account Relationship Configuration – Part 1
Let’s discuss a business case, there are organizations which own multiple businesses. As a customer relationship manager, Dave wants to perform below tasks. See all child accounts for a particular organization in a sub grid View the number of child… Read More ›
immersivecoder 