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Create parent "Project" entity to hold many Opprotunities RRS feed

  • Question

  • Hi,

    I am looking for guidance on how to create an entity called "Project" that will have some fields "Start Date", "Complete Date" "Estimated Value", Status, etc.  It would also have multiple opportunities associated.  When on an opportunitey you would be able to optionally select a parent "Project" and on the Project you would see a list of Opportunities.  This would look similare to Accounts and Contacts where you see multiple contacts on an account and you see the account on the contact.

    Thanks,

    Chris 

    Saturday, August 29, 2015 2:44 PM

All replies

  • Hi,

    I am looking for guidance on how to create an entity called "Project" that will have some fields "Start Date", "Complete Date" "Estimated Value", Status, etc.  It would also have multiple opportunities associated.  When on an opportunitey you would be able to optionally select a parent "Project" and on the Project you would see a list of Opportunities.  This would look similare to Accounts and Contacts where you see multiple contacts on an account and you see the account on the contact.

    Thanks,

    Chris 


    Saturday, August 29, 2015 2:45 PM
  • Hello,

    Please don't create duplicated threads.


    Dynamics CRM MVP
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    Saturday, August 29, 2015 3:58 PM
    Moderator