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
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