March 2020
Beginner to intermediate
426 pages
13h 11m
English
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement
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Auto service
If we are going to reuse the opportunity entity to store service information, we need to customize the opportunity entity form, as we have in the following example:
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 auto service entity:
| Default view | Change to | Sorting | Filter condition |
| Open Opportunities | Open Auto Services | Topic | Status Equals Active |
| Closed Opportunities | Closed Auto Services | Topic | Status Equals Inactive ... |
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