Customer Data Type in CRM Online 2016 Update

New Data Type “Customer” has been introduced in CRM Online 2016 Update and can create in Custom Entity as well.

Customer Data Type is a combination of both Contact and Account Entities, one can choose either Contact or Account record.

Customer Data Type

We can give proper Relationship Names (To AccountTo Contact) before creating this field (if required or we can use as it is).

Customer Data Type - Relationships

After Creating this field two Relationships will be created one with Account and one with Contact.

Create this field and place it on the Form, Save and Publish.

Open New Record and Test this field to select either Account or Contact.

Customer Data Type - Customer Field on Form

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s