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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER
2. Working with Sales 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Relationships

Entity relationships define how two different entities can be related to each other. As illustrated in the following screenshot, three types of relationships are possible between entities:

Relationship

The following is a critical aspect of relationships, which allows us to control the main operations of Dynamics 365:

  • Relationship behavior: This defines how the child entities will be impacted if any of the following events are executed on the parent record:
  • Assign: When the parent record is assigned to another user or a team
  • Reparent: When the associated child record is assigned to another parent record
  • Share: When the parent record is shared
  • Delete: When the parent record is deleted
  • Unshare: When the parent record is removed from sharing with the child record
  • Merge: When the parent record is merged with another record
  • Rollup view: This option is available only...
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