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)

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About the Author

There is such a thriving and growing community around Dynamics 365. So why is it so hard to find good insights about what to consider and how to implement this or that feature, solution, app, or enhancement (without diving into code)? Join the conversation with hosts Britta Scampton and Matthew C. Anderson, longtime champions of the Dynamics platform.

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