{"id":2333,"date":"2016-06-09T13:25:21","date_gmt":"2016-06-09T13:25:21","guid":{"rendered":"http:\/\/himbap.com\/blog\/?p=2333"},"modified":"2016-06-09T17:14:50","modified_gmt":"2016-06-09T17:14:50","slug":"customer-data-type-is-here-finally","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=2333","title":{"rendered":"Customer data type is here finally !!"},"content":{"rendered":"<p>So finally customer data type is available in Dynamics CRM 2016, let\u2019s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact.<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customerpic1.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-full wp-image-2344 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customerpic1.png\" alt=\"customerpic1\" width=\"224\" height=\"185\" \/><\/a><br \/>\nGenerally account is used to represent a company whereas contact is used to represent individual clients or a point of contact from some company. Depending on the requirement sometime we\u00a0use account and sometime we use contact to store customer information, but some time\u00a0a record can be related to account or contact, for example case. We many get a support case request from account or contact. To deal these kind of requirements some of the CRM entity contains a special Customer lookup field which is a\u00a0system field. Following are the list of entity which have Customer lookup, where we can set account or contact:<\/p>\n<ul>\n<li>Case<\/li>\n<li>Lead<\/li>\n<li>Opportunity<\/li>\n<li>Quote<\/li>\n<li>Order<\/li>\n<li>Invoice<\/li>\n<li>Contract<\/li>\n<\/ul>\n<p>Earlier there was no supported way to create similar type of lookup, so when we need to deal with customer we need to create two separate lookup one for account and one for contact. But with the release Dynamics CRM 2016 update 1, we can create new customer lookup. Let\u2019s see how we can create customer field in our custom entity.<\/p>\n<ol>\n<li>Navigate to Settings-&gt;Customizations-&gt;Customize the System.<\/li>\n<li>Navigate to your custom entity -&gt; Fields-&gt;New.<\/li>\n<li>Select Customer data type from data type dropdown and you will see Relationship Names like below. It will setup two N:1 relationship between your custom entity and account, similarly with contact entity.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customer.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2334 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customer-300x99.png\" alt=\"customer\" width=\"300\" height=\"99\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customer-300x99.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customer.png 435w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>After placing this lookup field over our entity form, we can set account or contact in this field like following: <a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customerlookup.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2336 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customerlookup-300x111.png\" alt=\"customerlookup\" width=\"300\" height=\"111\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customerlookup-300x111.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customerlookup-624x230.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/06\/customerlookup.png 689w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Now next time if you need to deal with customer, no need to create two lookup\u00a0and if you are already using two lookup in your custom entities, you can create customer field and can use on-demand workflow to copy value from old lookups to new customer lookup.<\/p>\n<p>Stay tuned for more updates !!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>So finally customer data type is available in Dynamics CRM 2016, let\u2019s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact. Generally account is used to represent a company whereas contact is used to represent individual clients or a point of contact from some&#8230; <a href=\"https:\/\/himbap.com\/blog\/?p=2333\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":2344,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[21,275],"tags":[369,370],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/2333"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2333"}],"version-history":[{"count":13,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/2333\/revisions"}],"predecessor-version":[{"id":2351,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/2333\/revisions\/2351"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/media\/2344"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2333"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2333"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}