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I am new to CRM dynamics 365. I have a task to create something for a retail store client. Now retail stores can be multiple and so can customers be multiple. For customers shall I use out of box entity 'Account'?

Since the store is a custom entity, how am I going to map customers to it? Customers can be mapped to different stores. Later, when a case is created for service, I need to enter the mobile number of the customer and then the details of the store from where the purchase was made should appear. What approach should I follow? How can achieve this?

Matt Ellen
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mohd tahir
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  • How do customers related to a store? Are you tracking invoices through CRM? – Kye Dec 21 '16 at 10:19
  • Thanks for replying kye. This will be for demonstration purpose. No invoices are going to be data source as such as of now. We just want them to have a taste about our Dynamics CRM. – mohd tahir Dec 21 '16 at 10:23

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You need to define why an account relates to a store and choose to use either:

  1. An OOB entity type, such as Incident (for servicing requests), Invoice (for purchase) or Activity (capturing communication)

  2. A custom entity type you create.

  3. CRM Connection entity with a custom role.

You'll get the most online support for options #1 or #3.

Kye
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  • Currently on opening any case I get this error : "Query builder error , the specified field does not exist in microsoft dynamics 365 " – mohd tahir Dec 21 '16 at 10:38
  • @mohdtahir you have logic referring a field which no longer appears. Maybe you deleting a field or added a business rule to prevent it from appearing. We were able to resolve this issue. Open your IE --> Tool --> Advanced Uncheck --> "Show friendly HTTP error messages" and hope the error message makes more sense. – Kye Dec 21 '16 at 11:57
  • I tried doing this but It doesn't shows anything still. – mohd tahir Dec 21 '16 at 12:07
  • I get this log error message , 'Incident' entity doesn't contain attribute with Name = 'IncidentResolution_LinkControl'. – mohd tahir Dec 21 '16 at 13:36
  • This error came out since I tried editing a business process flow "Phone to Case". How can I resolve this ? Any suggestions? – mohd tahir Dec 22 '16 at 06:25
  • If your still developing - can you create a new organisation? – Kye Dec 22 '16 at 06:27
  • I don't know what you mean by organisation. But I am able to create a new account as well as new contacts. – mohd tahir Dec 22 '16 at 06:39
  • Thanks for replying @Kye, But I want know why organisation is relevant to this error? – mohd tahir Dec 22 '16 at 06:46
  • If possible can you please share the screenshot of a default Phone to Case business Process flow. So that I can revert the changes. – mohd tahir Dec 22 '16 at 06:51
  • If you create a new organisation, you will be able to see one. – Kye Dec 22 '16 at 06:51
  • But what I see is that creating a new organisation is not applicable for Dynamics 365 online version? It's for on-premise I guess. – mohd tahir Dec 22 '16 at 06:54
  • please can't you share such a snapshot if possible? – mohd tahir Dec 22 '16 at 07:04
  • I'm not in front of a computer. – Kye Dec 22 '16 at 07:06