Area | Word Version |
---|---|
Creating a Word template | 2013, 2016 |
Using a Word document generated in model-driven apps in Dynamics 365 | 2010, 2013, 2016 |
Relationship | Description |
---|---|
An account can have multiple contacts. | |
A lead, account, or contact can have multiple accounts. | |
An account can have multiple marketing lists. A marketing list can have multiple accounts. |
Name | Entity |
---|---|
Opportunity Summary | Opportunity (Sales area) |
Campaign Summary | Campaign (Marketing area) |
Case Summary | Case (Service area) |
Invoice | Invoice (Sales area) |
Account Summary | Client_Account (Sales, Service, and Marketing areas) |