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分享程序员开发的那些事...
且构网 - 分享程序员编程开发的那些事

在Microsoft Dynamics CRM中对项目进行分类/标记

更新时间:2022-11-29 14:48:44

这取决于您要执行的分类类型。如果要按定义的列表分组,则该列表看起来不太可能更改,则可以使用选项集属性来执行此操作。如果该属性看起来确实会经常更新,则自定义实体的实体查找属性会更好。如果您要针对客户分组,请使用查询客户帐户记录

It depends on what type of categorisation you are trying to do. If you are wanting to group by a defined list, that does not look likely to change then you could do this using an option set attribute. If the attribute does look like it will be updated often, then an entity lookup attribute to a custom entity would work better. If you are trying to group against a client then use a lookup to the clients account record