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Implementing Microsoft Dynamics 365 Customer Engagement
book

Implementing Microsoft Dynamics 365 Customer Engagement

by Mahender Pal
March 2020
Beginner to intermediate
426 pages
13h 11m
English
Packt Publishing
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement

Customer

This field is used to store customer details. A customer can be either an account or a contact, so this is used for a lookup field where we can set up a relationship between the current entity and an account or contact entity.

In addition to the preceding data types, there are some special data types that are not available for setting up custom fields—for example, Unique Identifier, Status, and Status Reason. These data types are used by Dynamics 365 CE only to set up fields during entity creation. Now that we know all of the possible data types, let's understand field editor options. While creating a new custom field, we can configure the following options:

  • Display Name: This label is used for the field on the entity form and views. ...
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Publisher Resources

ISBN: 9781838556877