If you have customers who have sites or branches, or if you have other data that has some kind of hierarchical relationship in Dynamics…
Here’s a 2 minute video to show you how to use Parent/Child relationships to best effect.
AMS Club – Dynamics Sales
You can browse each lesson here, or follow the course in our recommended order below
- Charts 101
- Charts… just the way you want them
- Views and Personal Views… build your own ad-hoc reports
- Charts – Pesky Secondary Y-Axis not wanted…
- Dashboards – View Records to explode into chart and view mode
- Dynamics 365 – Open Recordset = Fast navigation of lists
- Recent and Pinned… a reminder of these helpful features
- Advanced List Filtering – Child records, AND and OR
- Record statuses, why they’re important and how best to use them
- Hierarchical data e.g. HQ plus branches…and more
- How to search for records using advanced filters
- Bulk Edit
- Merging Records – keeping on top of data quality
- Oops, cleared a lookup field by mistake? Here’s what to do
- Marketing Lists and Quick Campaigns – Part 1 Marketing Lists
- Marketing Lists and Campaigns – Part 2 Email Templates and Quick Campaigns
- Dynamics 365 – Creating/Modifying System Views
- Remove Unimportant Emails From Dynamics – CRM Tidy
- Using Focused View in Dynamics 365 Sales
- How to add Products in Dynamics 365
- How to Manage Products in Dynamics 365
If you know someone who’d be interested in these videos, let us know at club@allmysystems.co.uk
