Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Defining account level customer types in CRM

Posted on by 5

We are exploring the use of Dynamics as a CRM and sales management tool for our construction technology startup.  We want the ability to segment our accounts based on the type of customer they are - i.e. General Contractor, Specialty Contractor, Owner/Developer, etc.  Is there a field that can easily be customized so that we can predefine a list of drop down options for this field?   If so, how do I access, define and activate this field so that is visible at the account level in the Customer Engagement platform?

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Defining account level customer types in CRM

    Hi verficoemily,

    It would be better to use Relationship Type for that purpose

    pastedimage1676608851527v1.png

    You can add these options in the column by accessing the table from 'make.poweraapps.com' > Solutions > Default solution > Table > Account > Columns

    pastedimage1676608965576v2.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans