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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Key Account management...
Customer experience | Sales, Customer Insights,...
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Key Account management - Dynamics Sales Professional App

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Posted on by Barakathcs 10

Hi,

How do I create a key account checkbox field in Dynamics Sales Professional App? 

Please advise.

I have the same question (0)
  • Barakathcs Profile Picture
    Barakathcs 10 on at
    RE: Key Account management - Dynamics Sales Professional App

    Thanks Leah Ju

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Key Account management - Dynamics Sales Professional App

    Hi Barakathcs,

    You can refer to the following detailed steps:

    1.Go to Power Apps and select correct environment, then expand Dataverse > Table > Account:

    pastedimage1669167769719v1.png

    2.Create columns

    pastedimage1669167805780v2.png

    pastedimage1669167915868v3.png

    3.Add the column to forms and views.

    4.Save and Publish.

    5.Test:

    pastedimage1669168719797v4.png

    =========

    Or you can refer to the following steps in Classic inteface:

    Go Advanced Settings > Customizations > Customize the system > Entities > Account > Fileds:

    pastedimage1669168862226v5.png

    pastedimage1669168884352v6.png

    pastedimage1669168960518v7.png

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at
    RE: Key Account management - Dynamics Sales Professional App

    Hi Barakathcs,

    I am wondering about my understanding. Do you want to create a new column in one of your tables? Yes. Here are the steps:Create and edit columns in Dataverse using Power Apps - Power Apps | Microsoft Learn

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