Customer

We are going to use the existing account entity to store customer information. The display name of this entity will be changed to the customer.

Customer form

We will be customizing an out-of-the-box account form to look like the following:

Attributes

Please refer to the Appendix1 folder on the GitHub repository for this book, at https://github.com/PacktPublishing/Implementing-Microsoft-Dynamics-365-Customer-Engagement/blob/master/Appendix1.xlsx.

Views

We will be using the following views for our customer entity:

Default view Change to Sorting Filter condition
Active Accounts Active Customers Name Status Equals Active
Inactive Accounts Inactive Customers Name Status Equals Inactive
Account Lookup View Customer Lookup View Name Status Equals Active
Account Associated View Customer Associated View Name Status Equals Active
Account Advanced Find View Customer Advanced Find View Name

Status Equals Active

 

All of the views will have the following fields:

  • Customer Name
  • Customer Number
  • Main Phone
  • Address 1: City
  • Primary Contact
  • Email

Relationship

You can refer to the following details to set up a custom N: 1 relationship in the customer entity:

Primary entity Secondary entity Type of behavior Relationship name Lookup field name
User Customer Referential him_systemuser_account_Manager Manager

 

Duplicate detection rules

The following duplicate detection rule will be enabled on the customer entity:

  • Accounts with the same account name
..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
3.133.156.156