Implementing Microsoft Dynamics 365 Customer Engagement

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 ...