Implementing Microsoft Dynamics 365 Customer Engagement

Vehicle

This is a custom entity used to hold vehicle information such as vehicle registration number, manufacture, build year, and so on. We will be using the following design for this entity form:

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

Change all the views to have the following columns:

• Vehicle Number
• Customer
• Make
• Model
• Year

Relationship

Set up the following custom N:1 relationship in the vehicle entity:

Primary entity

Secondary entity

Type of behavior

Relationship ...