Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Just wanted to get some advice. I am looking to add the ability to store customer assets/inventory against their customer account. In short i want to be able to add items such as phone systems, CCTV and access control units etc and store their serial numbers, MAC addresses, date purchased whether it is covered under support contract etc and then be able to run reports to show all customers that have a specific item etc. What would you say is the best way to achieve this please?
I hope you are well and safe.
Basically, I would say you can create a custom entity, define the desired fields and build a relationship between the customer entity and Account.
Create an entityCreate and edit relationships between entities
Business Applications communities