Heidi Neuhauser
Forum Replies Created
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Pinging some Canadian CRM peeps to help you!
@kyliekiser @rickmccutcheon @dianetaylor -
Well, an OWNER must be a licensed user. But you can get that information to someone.
Depending on the specifics, the conversation isn’t CAN you, but SHOULD you 🙂
CAN you? Yes, using Power Automate.
SHOULD you? Requires more on exactly what happens after external users get the data. Check out Multiplexing for more info.This is a great article with some examples that show if a scenario is or is not considered Multiplexing: https://community.dynamics.com/blogs/post/?postid=655edb1b-c4c8-40c0-a5ed-944b9be103f2
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Hi Scott! Just from this post, I’d recommend using Contacts not tied to an Account. Contacts do not need an Account. The only reason to tie the people to one generic homeowner Account is if you need to see a 360 degree view of everything happening to every person who is tied to the generic homeowner account. If that is unnecessary, skip the generic account.
If you have other questions, or more info on this scenario, feel free to reply here and I’ll pop back in!
Welcome to CRM! 🙂
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D365 CE offers industry accelerators – one is for education and has pretty good assets to get you started. If you have a D365 license, you can get access to the full accelerator for free. More here: https://learn.microsoft.com/en-us/dynamics365/industry/accelerators/edu-data-model
Just be aware, though, the accelerator will include portals in there as well – if you end up loving them and wanting to use them, you’ll need appropriate licensing (Power Pages).
All in all though, an excellent free tool to give you a massive head start for higher ed organizations.
Apps included: https://learn.microsoft.com/en-us/dynamics365/industry/accelerators/edu-sample-applications
Link to the GitHub: https://github.com/microsoft/Industry-Accelerator-Education/releases
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I don’t see those services listed at http://www.connectorreview.com. Do they have an API? Can you make a custom connector and use Power Automate?
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Reparenting is complicated too. It’s changing the parent in the relationship (so only on a 1:N or N:1). I think a scenario might help:
- Chrys is a Contact in my CRM for Company B
- On the N:1 Contact:Account relationship, I have the Reparent set to its default setting.
- I update Chrys’s Company to be Company A
- The owner of Company A now has access to see Chrys’s Contact record.
Alternatively, if the N:1 relationship has Reparent set to CASCADE NONE, the Owner of Company A will NOT be able to view Chrys’s contact record.
learn.microsoft.com
Entity relationship behavior (Developer Guide for Dynamics 365 Customer Engagement (on-premises))
Learn about entity relationship behaviors and how to configure them to preserve data integrity and automate processes in Customer Engagement (on-premises).
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Relationships can definitely get complicated, quickly! There are a number of relationship behaviors under the “Cascade Type” heading that is where it get tricky, and where it sounds like you might have questions.
- If you want to have all related records under an Account be reassigned when someone reassigns and account, you want the CASCADE ALL option.
- If you want to have only active records related to the Account, you would use CASCADE ACTIVE.
- If you don’t want any related records to be reassigned when the Account is reassigned, you would use CASCADE NONE.
Here’s a Microsoft Learn doc about relationship behavior: https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entity-relationship-behavior?view=op-9-1
And here’s the bit that is specific to reparenting: https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entity-relationship-behavior?view=op-9-1
learn.microsoft.com
Entity relationship behavior (Developer Guide for Dynamics 365 Customer Engagement (on-premises))
Learn about entity relationship behaviors and how to configure them to preserve data integrity and automate processes in Customer Engagement (on-premises).
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Absolutely a wonderful case for Power Automate!!
You just need to figure out your trigger. It can be Excel, you can ask them to submit a web form, etc. Once that trigger happens, you may want to consider an approval flow step to check for accuracy, then create new dataverse rows!
Power Automate rocks!
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Here is the link to the release notes: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/microsoft-sales-copilot/match-email-lead-entity
Right now “General Availability” is blank. But check in every now and again!
learn.microsoft.com
Sales Copilot supports matching an email to the lead entity similar to how it supports matching email to the contact entity.
