Dynamics 365

Dynamics 365 Parent Child Account Relationship Configuration – Part 2

By Kaushal Kodagoda on March 14, 2020 • ( 1 )

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

By Kaushal Kodagoda on March 12, 2020 • ( 4 )

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 ›