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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Inventory List for Cus...
Service | Customer Service, Contact Center, Fie...
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Inventory List for Customers

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Posted on by Gary Walsh 44

Hi All,

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?

Thanks

Gary

  • Gustavo Longo Profile Picture
    Gustavo Longo Microsoft Employee on at

    Hello Gary,

    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.

    Articles:

    Create an entity
    Create and edit relationships between entities

    Regards,

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