Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Sales forum / Product/Active Service...
Sales forum
Suggested answer

Product/Active Services Management

(0) ShareShare
ReportReport
Posted on by Community member
I want to store against the account what services/products a customer has bought/are currently active.
 
For context we're a telecoms company, and I want to be able to see what services a customer has, but also ideally what equipment they have also when I access their account.
 
What would be the right way of doing this?
Categories:
Product Catalog
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Product/Active Services Management
    Hi,
     
    You can use the Customer Assets entity to manage your customers' assets.
    Add the Customer Assets entity to the Sales Hub application.
    In this entity, you can associate to an account, set the category of the asset, the associated product, and the properties of the asset.
     
    Best Regards,
    Dengliang Li
     

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,768 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,985 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans