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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Initial Setup - List of Tables to Populate

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Posted on by 390

Is there any resource that shows a list of all tables that you want to initially populate (and the order you'll need to populate them based on dependencies)?

I feel like I'm on a fishing expedition trying to nail this down.

For example we can't populate Accounts until we populate:
- the Contacts records so that account records can have the proper contacts associated
- Work Hour Templates
- Service Territories
- Sales Tax Codes
- Price Lists

And Contacts needs:
- Currencies
- Payment Terms

etc.

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  • Suggested answer
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    on at

    Hi crham,

    Unfortunately, there is no resource like this. If you are new to FS, you could refer to MS Documentation:

    docs.microsoft.com/.../user-guide

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