This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here
Many years ago Opportunity retired the Customer field and replaced it with Primary Contact and Primary Account fields. Case has not yet done this for reasons I can’t really understand. As you will see in this article we achieve the same result when adding the contact field, but the customer…
Continue Reading Thomas Sandsør’s Article on their blog
https://crmkeeper.com/2020/05/19/dynamics-customer-service-b2b-scenario/
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