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ReportAs a xyz user, when generating the activities,
How can i achieve this . This will be a great help if i can get some steps to achieve
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Hi partner,
Hope you are well.
With your description, we can create a look up column which has Sales office and/or Sales group values and then configure cascade with territories table. So that, if we select the Sales office and/or Sales group of the look up column, all territories under that sale office or sales group will be showed.
Here is a reference link: Manage Cascade Rules in Dynamics CRM (linkedin.com)
Configure table relationship cascading behavior (Microsoft Dataverse) - Power Apps | Microsoft Learn
Best Regards,
Sayen Zhang
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