March 2020
Beginner to intermediate
426 pages
13h 11m
English
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement
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Contact
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:
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 | Sorting | Filter condition |
| Active Contacts | Name | Status Equals Active |
| Inactive Contacts | Name | Status Equals Inactive |
| Contact Lookup View | Name | Status ... |
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