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Customer Type Field

Dynamics 365 Dataverse : Customer Type Field

Thu, 01/18/2024 - 15:04 By joao.neto

What is?

This field it's provisioned along with some of the traditional Dynamics 365 licenses (sales, customer service) and it's a specialized type of lookup field designed specifically for establish a relationship between records in different entities ("linking records") to account or contact entities, often used in the Opportunity entity.

When adding new table columns based on this field type two new relationships are added to the entity making it the interesting part of this field.