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entitycrmmicrosoft-dynamicsaccountinvoice

how to edit areas In CRM DYNAMICS?


I'm new at CRM DYNAMICS and I need to know how to add an entity in another entity area and if it is possible ? Like if I clicked in a specific account name the invoices should be shown as an option in its area like cases markiting lists ... etc

thanks in advance


Solution

  • thanks I just figured it out, we can do this from form editor of specific entity and customizing the navigation bar and form it self.