Hello,
I've created a custom entity for a special sales program with our company. This new entity should capture events that bring in new leads, opportunities and accounts. This new custom entity also 'manages' everything done under this new sales program through custom system views and goals. I've created a custom entity under activities for other services done under this program too.
In essence I have to link the new entity that captures event info, the new activity entity, accounts, leads, opportunities and goals to the new entity created for this new sales program so I can track progress and records that are affected/created by events and activities entered. It think a good way to explain it is, I am trying to customize the "Campaign" function to my company's needs.
I've created custom fields on Accounts, Leads, Opportunities, to identify them as part of this program. (It's just a simple Yes/No field) And if I can, I will create a business rule that changes to "yes" if an "EVENT" information (per the sales program) is entered in the forms.
With the aforementioned in mind, I'm having a hard time creating relationships so I can link other entities and records to this new sales program. When I first tried, I used N:1 with Accounts and the new entity for the special sales program, and when I tried to test it creating a custom system view, I was not able to use Account records for the view.
Would a D365 ninja please help me?