Hi all,
I've been using Dynamics 365 (Sales and Customer Service) for a few months now, however my understandings of relationships is still a bit vague.
I'm using a third party add-in for time entry in Dynamics, and it works great. It allows you to track time against project tasks/cases and overall does exactly what we're looking for. On the Case Form, I've included a custom option set that the user can select a value from when creating the case.
What I'm having difficulties is creating this relationship for the Time Entry Form - when you select an account, the related cases show up. When a case is selected, I'd like to have a read only field showing the value of the custom option set selected for that case.
Hope this isn't too vague. Thanks!
Edit: See screenshot in comments, first time posting and didn't realize I could edit my post...
