The teacher of a class wishes to maintain the attendance records of every student in any given year.
The standard behind designing any solution in Microsoft Dynamics 365 is to avoid as much custom code as possible. It makes the customizations easy to maintain and upgrade if we end up moving to newer versions of CRM. Here, again, we will try to achieve the same.
As stated in the mapping section, we identified that the attendance of any student can be captured as a custom activity record. The following steps explain how the scenario can be achieved:
- Creating the attendance entity: In the following screenshot, review the Define as an activity entity checkbox:
Scenario 1 : Attendance entity
On creating the entity, a 1:N relationship between Contact and Attendance should be automatically created:
Contact relationship
When we say that a 1:N relationship exists between...