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Relationship Between Case Form and Time Entry Form

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Posted on by Community Member Microsoft Employee

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...

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Mihir@CRM 4,036 on at

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RE: Relationship Between Case Form and Time Entry Form

You can use Quick view for this.

It is easy.

crmwithoutcode.blogspot.com/search

Hope this helps.
Community Member Microsoft Employee on at

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RE: Relationship Between Case Form and Time Entry Form

Forgot to attach a screenshot!