Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Grouping entities

$
0
0

Hi,

is there a way to "group" entities, like it is done for activities? (I mean there is the activities entity and the sub entities, mail, phone, task a.s.o.).

I have a similar need.

I would setup custom entities like cash account, deposit account, insurance and foreign products. And then I'd like to group these entities in one entity called "products" or "assets" or something like that.

Or at least I would like to display all records of these entities related to one client in an overview on the client form.

Do you have any proposals for me, how to realize that?

thx a lot in advance

Thomas


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images