March 2020
Beginner to intermediate
426 pages
13h 11m
English
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement
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Case
We are going to use a Case form to store service support information for the auto service. We need to customize the Case entity form, as shown in the following screenshot:
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 the customer entity:
| Default view | Sorting | Filter condition |
| Active Cases | Case Title | Status Equals Active |
| Resolved Cases | Case Title | Status Equals Resolved |
| Case Lookup View | Case Title | Status Equals Active |
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.