We are going to use the existing contact entity to store contacts associated with the customer.
Contact form
We will be customizing an out-of-the-box Contact 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 | Sorting | Filter condition |
| Active Contacts | Name | Status Equals Active |
| Inactive Contacts | Name | Status Equals Inactive |
| Contact Lookup View | Name | Status Equals Active |
| Contact Associated View | Name | Status Equals Active |
| Contact Advanced Find View | Name |
Status Equals Active |
All of the views will have the following fields:
- Full name
- Customer name
- Mobile phone