Classifying Accounts Differently...

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Posted on by Dominic Pilione

Hi all,

In our business, we have two types of accounts: our distributors who distribute our product, and end users who actually use our product.

I was wondering if there was a way that I can set up a classification system to differentiate between the two types of accounts that we have. I don't believe connection or relationship roles are what I am looking for, so was looking for other suggestions.

Thank you!

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Verified answer

Wahaj Rashid 11,321 on at

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Hi,

Microsoft has provided a OOB Field for the purpose called "Relationship Type (customertypecode)". I suggest you use this field.

You may map this as following:

Customer: for your normal customers (consumers).

Distributor: it is not there by default, either you add new or rename one of the options (E.g Partner/Reseller/Supplier) as per you need:

By default this field is not added on Account for Interactive Experience form.

You can add it using following steps:

Go To Advanced Settings -> Customization -> Customize this System.

Expand Entities -> Account -> Forms.

Open Account for Interactive Experience form add this field.

Save and Publish

Here is the result:

You may read about it here (look for customertypecode):

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/account?view=dynamics-ce-odata-9

Best,

Wahaj

(if it helps, mark it verified)

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Dominic Pilione 90 on at

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Hi,

Thank you for your response. I have a follow up question and also a walkthrough on what I did:

-What is an OOB field? Could not seem to find a definition on Google.

-Here is what I ended up doing before seeing your answer:

1) Went to Entities -> Accounts -> Fields

2) Created my custom 'Account Type' Field with Option Set customization and created End-User, Distributor, or Other as the choices to be selected

3) Went to Entities -> Accounts - > Forms

4) Went to Account Summary and also Account for Interactive Experience and added my created Field 'Account Type' into the Account Summary

5) Save/Published but now I am not seeing any updates when I check my Accounts?

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Harish M on at

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Hello Dominic,

OOB fields - Out of the Box fields, which means the fields which you get by default when you setup Dynamics 365.

Are you not seeing the field on the account form when you open a record? Please share us the screenshots of your from from customizations and form when you open a record.

Try save an publish again and clear your browser cache and check if the field is appearing on the form.

Best Regards,

Harish M

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums

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Dominic Pilione 90 on at

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Hi, please see the attached screenshots. Here you can see the settings of the created Field, where this Field was displayed in the Form and where, and also it not showing in a random account I chose.

Let me know if any other screenshots are needed. Thank you for your response.

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Verified answer

Wahaj Rashid 11,321 on at

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Hi,

Sorry for using short form, as Harish exaplained field OOB means Out of the box (system) field provided by Microsoft already.

I would suggest you to use this existing field instead of creating new, however it is not mandatory, you can create your custom field as well.

For your issue, i would say try following:

In the Solution, click on Account Entity and then Click Publish (to make sure it is published).

Then refresh the browser and see results (use Ctrl + F5).

If still you do not see this field, make sure this field is visible by default (check in the field properties on the form):

Also make sure you are on correct form.

You can switch between forms by clicking form dropdown:

Let me know the results.

Best,

Wahaj

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Dominic Pilione 90 on at

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Got it! That seemed to work. Thank you so much for your help with these questions.

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Wahaj Rashid 11,321 on at

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Glad it worked :)

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