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Project hierarchy is a frequently asked question in a Dynamics 365 PSA implementation. While visualizing hierarchically related data is not yet supported on the Unified Client Interface, the classic web client can be used for this.
In Dynamics 365, it is possible to provide access for Users to add and update the options in a Global Option Set without the need to assign them either the System Administrator or System Customizer Security Roles, here’s how.
When it comes to lookup filters, sometimes the out of the box related Records Filtering doesn’t quite make the cut. We can also use AddCustomView or AddCustomFilter, What we select is dependent on what we need.