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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