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Create a table similar to the Customer Asset table

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Posted on by rixmcx59

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Hello all, somewhat new to D365 and I want to create a table or use a existing table that I can add tasks to a customer, the number of tasks are different for each customer and have unique metadata about them like start, finish.

I could use the Customer Asset table but it has too many required fields and relationships that are not relevant to our account records.

I don't think modifying the assets table is the right approach and using the OOB tasks table is not the right type of relationship.

Thanks for any help

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Carol J Kelly 507 on at

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Create a table similar to the Customer Asset table

Hi there, you can create a custom “activity” type table called customers tasks. It acts like tasks , notes, emails, appointments , etc. you use set regarding the account and it will show up in account timeline.
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Leah Ju Microsoft Employee on at

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Create a table similar to the Customer Asset table

Hi Partner,

The 'Customer Asset' is one standard table:

So you can refer to this table and create one new custom table as your needs:

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-edit-entities-portal

Note:

Table creation involves system customisation and users need sufficient privileges(System Administrator and System Customizer security roles)

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/privileges-required-customization

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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