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
Dynamics Customer Service – B2B scenario
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.
Blog Syndicated with Thomas Sandsør’s Permission
More About This Author
Array
- Dyn365CE26 February 2024ACDC 2024 – Why this is the ultimate hackathon
- Dyn365CE14 November 2023Teams Meetings Corrupted in Dynamics 365 Client Sync
- Dyn365CE9 November 2023Plugins 4 Dummies – RegEx
- Dyn365CE27 October 2023Plugins 4 Dummies – Currency