New Data Type called “Customer”

A new Data Type called as “Customer“is introduced in Dynamics 365 to have a lookup to either Account or Contact entity.

In order to add a Customer type field, modify an existing form or create a new one, and add a new field. In the data type select from the drop-down Customer, as seen below.

Remember

When you add a lookup type field only one relationship gets created. but when you create a Customer type field it creates two relationships. Once you do that, you can select the naming preference for the new relationships that are added. As seen in the screenshot below, new relationships are added to both the Account and Contact entities.

With the field added to the form, we can now select either a Contact or an Account, as seen below screenshot.

Now if you need to deal with customer, no need to create two lookup.



Its a great addition !!!.

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