Account and Contacts in Dynamics 365 | Clear Concept

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  • Опубликовано: 14 дек 2024

Комментарии • 16

  • @ericsos101
    @ericsos101 3 года назад +2

    Great concept and easy to follow

  • @shaikhsohel6278
    @shaikhsohel6278 3 года назад +1

    Nicely Explained ...!

  • @habamoise4771
    @habamoise4771 3 года назад

    Good job great explanation.Thanks

  • @sgeorge1642
    @sgeorge1642 3 года назад

    Great Video. Thanks.

  • @logancameron1635
    @logancameron1635 4 месяца назад

    Is it possible to add a single contact to multiple accounts?

  • @mrkatt1991
    @mrkatt1991 3 года назад +1

    if there are 3 contacts father, mother daughter, is there way to associate mother and daughter contacts to father contact??

    • @softchieflearn
      @softchieflearn  3 года назад

      Use Connections and connection Roles to build this relationship

    • @mrkatt1991
      @mrkatt1991 3 года назад

      @@softchieflearn hi, can you make a video on it. I followed your SSRS for D365 and I learnt basics from that video.

    • @softchieflearn
      @softchieflearn  3 года назад

      ruclips.net/video/ZvzOAPDjC_0/видео.html watch this

  • @leoheidner215
    @leoheidner215 2 года назад

    Hi. Thanks for the video. question: is it possible to customize the relationship types of contacts and accounts? besides primary contact, could we also create directors, officers, shareholders, for accounts?

  • @sanjais3098
    @sanjais3098 3 года назад +2

    sir, can you please share the syllabus for customization, so that it would be easy to follow up on the topics as all the videos are shuffled up.
    I find your videos to be very easy to understand.
    Thank you sir.

    • @softchieflearn
      @softchieflearn  3 года назад +1

      Find syllabus here softchief.com/syllabus/

    • @sanjais3098
      @sanjais3098 3 года назад

      @@softchieflearn thank you so much sir

  • @snehaannphilip8693
    @snehaannphilip8693 2 года назад

    Sir, if a customer is having multiple branches and I want to add that in a single account itself without adding different accounts. Also, I want to access those branches in the case creation form.(Customer service hub)...Is that possible??

  • @kelleyreymann9867
    @kelleyreymann9867 3 года назад

    Can you create a child account of a child account? Is that what you were doing here in this video?

  • @desigyanshala618
    @desigyanshala618 2 года назад

    3rd case failed if ce linked through DW with F&O