Allow me to shed light on a significant issue
Is there a method for categorizing projects in Dynamics CRM?
Our aim is to organize different projects into specific categories, such as:
I have made attempts to explore potential solutions but have not found an ideal one.
Any recommendations or suggestions would be greatly appreciated.
The method you choose for categorization depends on the specific needs of your project. If you are looking to categorize based on a set list that is unlikely to change, using an option set attribute would be sufficient. However, if the categories are subject to frequent updates, utilizing an entity lookup attribute to a custom entity would be more effective. When grouping against a client, linking to the client's account record through a lookup would be recommended.
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