What is a "Customer" field type?
Posted on 22nd May 2017 at 19:34
This field type was introduced in Microsoft Dynamics CRM 2016 Service Pack 1 and Microsoft Dynamics CRM Online 2016 Update 1.
This is a special type of Lookup field that can be used to specify a customer (or potential customer) - which could be an Account or a Contact.
Previously, some out-of-the-box entities in Dynamics 365, such as the Case, Lead, and Opportunity, entities contained a special kind of lookup field that represented a customer. Using this lookup field you could choose between two entities: Account or Contact. With the new capability, you'll be able to use the Customer field with many other entities to track the customer information you need. For example, using the Customer field, you can indicate if the customer is a company or an individual.
While a number of entities come with the Customer field included out of the box, many other entities will require an administrator to add the Customer field to an entity. If you don't see the Customer field on the entity you want to track, ask your admin to add the Customer field to this entity.
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