Dynamics CRM 2011 连接

发布于 2024-11-25 18:43:20 字数 214 浏览 2 评论 0原文

我工作的公司的客户拥有不同的业务,但均由同一个人拥有。不同的企业有单独的合同,我们通过连接将两个帐户链接起来。

现在,当创建有关其中一家企业的案例时,我们希望两家企业的所有合同都显示在“合同”下。这可能吗?

例如:业务 A - 合同 A

业务 B - 合同 B

业务 A 的案例:可用合同:合同 A 、合同 B (由于所有者相同,我们希望它们都显示)

The company I work for has clients which have various businesses but which are owned by the same person. The different businesses have separate contracts and we have linked the two accounts by a connection.

Now, when a case regarding one of the businesses is created, we want all the contracts of both businesses to show up under 'Contracts'. Is this possible?

Ex: Business A - Contract A

Business B - Contract B

Case for Business A : Available contracts: Contract A , Contract B ( since the owner is the same we want both of them to show)

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浮萍、无处依 2024-12-02 18:43:20

确实如此,但这可能需要一些发展。您将需要某种 html/silverlight xap Web 资源或 iframed Web 应用程序来检索并动态加载帐户表单上所有帐户连接的合同。 Web 应用程序需要考虑父帐户与子帐户的关系,并且可能更容易,而不是使用连接,只是将子帐户设置为父帐户。 2011 年之前就是这样做的。

It is, but it would probably take some development. You would need some sort of html/silverlight xap web resource or an iframed web application to retrieve and dynamically load the contracts of all the account connections on the account form. The web application would need to take into account the relationship of the parent account to the child accounts and it may be easier instead of using connections, just to make them child accounts to the parent account. That's how its done pre-2011.

小嗷兮 2024-12-02 18:43:20

我想我可以在这里提出一些建议。

  1. 将该“人”作为主客户(帐户类型记录),并将所有企业(A、B)作为子客户(帐户类型记录)。
  2. 现在创建一个高级查找视图来列出“主”客户的所有合同,
  3. 并将其公开在网格中。 (在此处了解更多信息如何创建主/Microsoft 动态 CRM 4.0 中的详细视图?

I think I can suggest something here.

  1. Have that 'person' as master Customer (record of type account), and have all the businesses (A, B) as child Customers (records of type account).
  2. Now create an advanced find view to list all the contracts for 'master' customer
  3. Expose it in a grid. (read more here How to create master/detail view in Microsoft dynamic CRM 4.0?)
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