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Displaying Customer 360 degree fields view

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Posted on by Community Member Microsoft Employee

Hello Team,

I am trying to achieve a functionality using Dynamics 365. My requirement is that I want to create a view which will consist of all customer 360 degree information (i.e) leads, opportunities, customer basic details, engagement data from customer journeys etc. Could anyone advise me on an approach to achieve the same? Also once I create this view, I would like to be able to add this view to either of sales, service, marketing, field service etc..

Kindly advise me on the steps for achieving the above mentioned.

Regards,

Navin

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Community Member Microsoft Employee on at

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RE: Displaying Customer 360 degree fields view

Hi Navin,

One simple approach with OOB customization/configuration would be,

Go for a separate Tab on Account with separate views for each of the related entities (Leads, Opportunities, etc.).

The view can be configured to "show related records only" when placed on the Account Form as a Sub-grid in the Data Source section of the Sub-grid properties.

When Selecting the Entity you may see multiple listing for same Entity like Lead.

Ex. Leads, Leads (Customer), Leads (Parent Account for Leads). Selecting Leads (Customer) uses the Lookup field of Customer and the underlying relationship of that lookup field.

We may add any other filter criteria you see fit to the view or you may also use the OOB views like "Open Opportunities", etc.

-Aamer