Monthly Archives: May 2018

Implement This with Dynamics 365

Creating Relationships in Dynamics 365 – Ep 19

In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about creating and naming relationships between entities in Dynamics 365.

Discussed on the show

  • Methods for creating relationships between entities
  • Display name vs. field name
  • Creating relationships via the form or via the configuration window
  • Using id and code at the end of the schema name of lookup and option set fields
  • Impact of controlling the field name and the relationship name
  • Related habits and best practices

We also make references to topics from other episodes: field mapping in relationships (episode 14) and documenting dynamics (episode 12)

What’s on your mind?

Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org

Implement This with Dynamics 365

Form Types in Dynamics 365 – Ep 18

In today’s episode (sponsored by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the types of Forms in Dynamics 365.

Discussed on the show

  • Form Types
  • Security Roles and Forms
  • Quick View form tips

What’s on your mind?

Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org