Dynamics Customer Service – B2B scenario

Thomas SandsørDyn365CE4 years ago9 Views

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/

Blog Syndicated with Thomas Sandsør’s Permission

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