#CRMUGSummit | #INreno15

#CRMUGSummit

RELATIONSHIPS - HOW MANY PARENTS CAN YOU HANDLE?

Glen Wolinsky, Miller & Martin PLLC

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Law firm founded in 1867 in Chattanooga, TN

More than 250 employees– 130+ Attorneys– 50+ Practice areas

Three Locations– Chattanooga, TN– Nashville, TN– Atlanta, GA

INTRODUCTIONS

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With Miller & Martin since 1999 Lead Applications Developer BIO:

– 2 years of Microsoft Dynamics CRM experince in administration and development

– 18+ years of development experience including VB.Net, ASP.Net, HTML, SQL, SSIS, SSRS, Javascript, and RPGII (dating myself)

– Develop and maintain centralized practice management systems and integration systems linking to other products

INTRODUCTIONS – A BIT ABOUT ME

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Data – Show the setup configuration for a shared child entity.– Handle form display differences for standard & Quick Create forms

depending on the parent.– Handle required-field issues with the parent reference on forms.

Child Reassignment– Demonstrate the use of workflow to reassign/move the child record to

a new parent.

OUR OBJECTIVES

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Matter Intake– Two parent entities

• Matter• Matter Intake

– One child entity• Party: a person, business or legal entity involved

in a matter. Party info is gathered on the Matter Intake and

then moved to Matter when Matter is created.

BUSINESS NEEDS DEFINED

Party

MatterMatterIntake

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MATTER INTAKEWITH MATTER PARTIES

DEMONSTRATION

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QUESTIONS

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Glen Wolinsky– Email: gwolinsky@millermartin.com– LinkedIn: www.linkedin.com/in/glenwolinsky– Twitter: @glenwol1

Please fill out your survey. Contribute!

– CRM User Group: www.crmug.com Need Form Tasks in your workflow? Don’t miss my next session!

– DEV11 – Workflows: Gathering Form Info And Visual Status

THANK YOU!