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.

Microsoft Dynamics 365 Dual-Write tips and tricks

Thu, 01/18/2024 - 08:27 By Pavel

Since almost 4 years the Dual-Write framework is being actively used in D365 for near-real-time data synchronization between Dataverse (customer engagement apps, CE) and Finance and Operations apps (FO). The framework is an evolution of CDS (common data service) integration features and provides bidirectional integration incl. the DELETE action.

Dynamics 365 Map

Overcome Field Service Management Challenges with Dynamics 365 Map

Fri, 12/01/2023 - 06:03 By Maulik Shah

Field service management is challenging, and sales managers often grapple with the task of overseeing their on-field teams from their offices. This can impact customer satisfaction and, ultimately, the growth of the business. 

If you find it difficult to manage your onfield team, this blog is for you!

Dynamics 365 F&O How to deal with product information and user language

Tue, 10/17/2023 - 15:44 By Lukasz Lubera
2 comments

Introduction

For companies that operate globally, in multiple countries or regions, it is important that the users can work with product information in their own language. For example, Switzerland has 4 official languages: German, French, Italian and Rhaeto-Romanic. The first 3 languages are commonly used in business communication.

Dynamics 365 Map

Improve Onfield Operations with MappyField 365

Mon, 10/09/2023 - 07:25 By Maulik Shah

Why limit your business from growing just because of time constraints when you can easily plan ahead by scheduling appointments, getting confirmation, and keeping everything organized?

Many businesses that depend on fresh ingredients for their products struggle with keeping things consistent. They have trouble managing when they receive their raw materials, which then affects how they make their products.

Dynamics 365 Map

Connect Instantly With Onfield Agents Via Live Chat in Your Location Intelligence Tool

Fri, 08/04/2023 - 07:21 By Maulik Shah

We're thrilled to announce the introduction of a new feature: Live Chat, in our Location Intelligence tool MappyField 365. This exciting addition will offer better and instant communication between on-field agents and their managers, leading to improved productivity and streamlined operations.

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