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Assign a training course to a contact

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Posted on by Community Member Microsoft Employee

Hi,

I'm very new to Dynamics but have figured out quite a lot so far in relation to why I'm implementing it for.

I have a need though which I'm struggling to figure out how best to do it.

We provide a training service for our clients who want to get back in to work. What I'd like to do is, when a contact is created, the contact can then be assigned a training course which is available from an account (business).

I have edited the Main contact form already to acquire additional information we would like but I want to then link a training course from an account which can then appear somewhere on the contacts details or timeline so someone viewing the contact can see, so name, date of birth, address etc and then a panel which would show that they are booked on to a training course for say truck driving or a construction site health and safety course for example.

Any help would be much appreciated.

Regards,

Ken

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Leah Ju Microsoft Employee on at

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RE: Assign a training course to a contact

Hi KJohnR,

Perhaps you can achieve your goals in general with these customizations without purchasing other app licenses.

Based your description, these courses are stored one table(Not sure about your situation, I'll name it 'course' for now), and the table has N:1 relationship with account table, Right?

Steps:

1. Create one custom table called 'Booked Courses'.

2.Build 1:N relationship with Contact/Course for the new table.

--Add the two lookup columns to forms and views.

3.In contact form, Ann one tab and insert one sub-grid related to booked courses:

Result:

(1) Booking courses tab in contact form:

(2) Adding new booked courses for current contact:

--select courses you need in course lookup column:
Community Member Microsoft Employee on at

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RE: Assign a training course to a contact

Hi Leah,

So , we have clients who we book on to courses. We have multiple clients and they could potentially be approved for multiple training courses. A course provider may have multiple courses on offer.

So for example:

Super Training Company

Course 1

Course 2

Course 3

Not So Super Training Company

Course 1

Course 2

Course 3

Contacts

Contact 1 - David Smith

Contact 2 - Harry Howard

Contact 3 - Brian Stevens

Contact 1 (David Smith) has an appointment with me. We discuss what courses he'd like to go on and decide two from Super Training Company - Course 2 and Course 3 and one from Not so Super Training Company, Course 3.

I think it would be easier for real users of the system to be able to select these courses from inside the Contact record in Dynamics. So I'd search for David Smith then maybe it's a tab saying COURSES where I could then select which courses I'd like to book him on to. From there, you can look at either his record to see what he's booked on OR you could go to the Account called Super Training Company and that will show who's booked on what courses. I thought Bookable Resources in CS would have done something similar to this but I don't think it's supposed to be used in this way. I looked at Sales and that is close to it in that I could have these courses as Products for 'sale', not sure about scheduling though. I then looked at Marketing and that seems to be closer still where you can book courses or events, select how many are attending and track them. Maybe I'm asking to reinvent the wheel but it's just the Enterprise licence for CS is a small fortune each month already without having to fork out another lung to get this functionality.

Any thoughts or guidance would be appreciated.

Thanks,

Ken
Leah Ju Microsoft Employee on at

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RE: Assign a training course to a contact

Hi KJohnR,

I have some questions to ask about your needs:

1.The training course is one entity/table,Right?

2.The training course has 1:N or N:1 or N:N relationship with account? One account has multiple courses or only one?

3.The training course has 1:N or N:1 relationship with contact?