Add Vendor to Customer field

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Posted on by Pandora

Dual-Write gave the environment an Vendor table in D365 CE that we are starting to use. Moving our Account type vendor over to the Vendor table.

But I am wondering when I see how we use Customer Service and the "Customer" field on a case. We use customer service to handle Vendor requests. But now that we are starting to use the Vendor table, we cant use the Customer column any more? Is there a way to configure the customer column?

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LuHao 40,884 on at

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RE: Add Vendor to Customer field

Hi Noram

Unfortunately, it is impossible.

So I would recommend you synchronize Account records and Vendor records.

You could create an Account lookup field for Vendor, use workflow to create or update or delete the Account based on the Vendor. So that for each Vendor, there is always an Account corresponding to it.

Then add a calculated field for Case, the field is the same as the "Relationship Type" field of Account. Create an Account view, the filter is that Relationship Type equals Vendor.

This way, we can select Vendor from the new view when searching the Customer lookup field of Case, and see whether the Customer is a Vendor by the calculated field.

If you accept this solution, I will provide you with screenshots of the steps.