can MS Dynamics 2011 support this relationship? RRS feed

  • Question

  • Hi, could someone help me understand whether this is possible to do:

    Appointment record now has  link to main client, vendor and contract

    Now on that appointment record I want to have an option to have 3 subgrids to add:

    1) contacts (to add multiple contacts)

    2) clients (sometimes with vendors we discuss multiple clients)

    3) contracts (sometimes with vendors we discuss other contracts)

    Are these type of relationships supported and possible? Right now I have Appointment record and OTHER record, within OTHER record I have these 3 subgrids, but I don't always want to open this OTHER record from Appointment record to add info. Is there a way to have everything under Appointment record?

    Monday, July 14, 2014 3:57 PM