Share
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
You’re offline. This is a read only version of the page.
5,007
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
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
#1
André Arnaud de Cal...
291,661
Super User 2024 Season 2
#2
Martin Dráb
230,379
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (
