Hi all,
We are implementing D365 CRM soution, and the account table holds the whole customer database, including corporate and non-corporate customer accounts, and eventually different customer types.
One essential requirement is to allow for the CRM users (salesreps and account managers) a direct access to Corporate customers, Non-Coporate accounts, and some select customer types from the Navigation left pane.
Is there a way to duplicate the Account link on the navigation pane, with each link pointing to a different filter?
The alternative we are considering is to create a separate entity for each link we need to create, but I don't think this is the ideal solution.
thank you!