#crmugsummit | #inreno15 #crmugsummit relationships - how many parents can you handle? glen...
Post on 19-Jan-2016
216 Views
Preview:
TRANSCRIPT
#CRMUGSummit | #INreno15
#CRMUGSummit
RELATIONSHIPS - HOW MANY PARENTS CAN YOU HANDLE?
Glen Wolinsky, Miller & Martin PLLC
#CRMUGSummit | #INreno15 2
Law firm founded in 1867 in Chattanooga, TN
More than 250 employees– 130+ Attorneys– 50+ Practice areas
Three Locations– Chattanooga, TN– Nashville, TN– Atlanta, GA
INTRODUCTIONS
#CRMUGSummit | #INreno15 3
With Miller & Martin since 1999 Lead Applications Developer BIO:
– 2 years of Microsoft Dynamics CRM experince in administration and development
– 18+ years of development experience including VB.Net, ASP.Net, HTML, SQL, SSIS, SSRS, Javascript, and RPGII (dating myself)
– Develop and maintain centralized practice management systems and integration systems linking to other products
INTRODUCTIONS – A BIT ABOUT ME
#CRMUGSummit | #INreno15
Data – Show the setup configuration for a shared child entity.– Handle form display differences for standard & Quick Create forms
depending on the parent.– Handle required-field issues with the parent reference on forms.
Child Reassignment– Demonstrate the use of workflow to reassign/move the child record to
a new parent.
OUR OBJECTIVES
#CRMUGSummit | #INreno15 5
Matter Intake– Two parent entities
• Matter• Matter Intake
– One child entity• Party: a person, business or legal entity involved
in a matter. Party info is gathered on the Matter Intake and
then moved to Matter when Matter is created.
BUSINESS NEEDS DEFINED
Party
MatterMatterIntake
#CRMUGSummit | #INreno15
MATTER INTAKEWITH MATTER PARTIES
DEMONSTRATION
#CRMUGSummit | #INreno15 20
QUESTIONS
#CRMUGSummit | #INreno15 21
Glen Wolinsky– Email: gwolinsky@millermartin.com– LinkedIn: www.linkedin.com/in/glenwolinsky– Twitter: @glenwol1
Please fill out your survey. Contribute!
– CRM User Group: www.crmug.com Need Form Tasks in your workflow? Don’t miss my next session!
– DEV11 – Workflows: Gathering Form Info And Visual Status
THANK YOU!
top related