We are going to use the existing contact entity to store contacts associated with the customer.
We will be customizing an out-of-the-box Contact form, to look like the following:
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.
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 ...|