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:


Please refer to the Appendix1 folder on the GitHub repository for this book, at


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 ...

Get Implementing Microsoft Dynamics 365 Customer Engagement now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.