Greeting's Dynamics Community,
My organization is new to the Dynamic 365 CRM Platform. We are currently migrating from CiviCRM over to Dynamics 365 Customer Engagement. We currently use the system to manage students that participate in our program to donors and parents. In our current system, we can grant permission to parents to update their student's contact information and view other details via the portal. This permission is assigned based on the relationship to the student. I've attached a screenshot of the current system. My question is, how can we achieve the same thing in dynamics 365? I know that we can assign each contact record to each other using the connections feature, but does this allow us to assign permission in the 365 portal for them to update and submit certain information. I read through some blogs and saw that households could be a possibility at achieving this but not sure if we want to go down the household route. Our current system had the household feature, but we elected to go the relationship/connection route. Any advice that can be given will to truly appreciated.
Christian C.
President and Chair of the Board of Trustees
The Brotherhood
christian.caldwell@tbhco.org
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