CRM 2016: Customer field on any entity

Van mark@markdehaan.nl

Several-out-of-the-box entities in Dynamics CRM (including Case, Lead, and opportunity) contain a field that represents a customer, which can either be an Account or a Contact. In CRM, these fields have the Customer data type, which is a special kind of lookup field for these two specific entities. Previously, system customizers couldn’t add a Customer field to their own entities. As part of this feature, Customer is available as a custom field data type that can be added to any entity, system or custom.

data type customer

 

Over deze plugin mark@markdehaan.nl

Mark de Haan is a Functional Dynamics 365 Customer Engagement consultant at Macaw (www.macaw.nl). From 2006 I implement Dynamics CRM by a variety of customers, in the Industry, Customer goods, Finance, Insurance, Education, Manufactering and services branches. With my 10+ years of experience in de Dynamics CRM I know a lot of the different CRM functionalities. And are always trying to help my customers so they can help their customers in a superb way, That's my challenge. "Challenge Accepted"

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