What are best practices for designing ERDs in Dynamics 365?

Short Answer
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Answer:

Key best practices include:

  • Using consistent and meaningful naming conventions

  • Avoiding deep relationship hierarchies that lead to complex queries

  • Preventing data duplication

  • Planning for future growth and integrations

  • Ensuring proper indexing for performance

  • Reviewing cascading behaviors (Assign, Share, Delete, Reparent)

  • Leveraging quick view forms instead of duplicating data

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