If we are going to reuse the opportunity entity to store service information, we need to customize the opportunity entity form, as we have in the following example:
Attributes
Please refer to the Appendix1 folder on the GitHub repository for this book, at https://github.com/PacktPublishing/Implementing-Microsoft-Dynamics-365-Customer-Engagement/blob/master/Appendix1.xlsx.
Views
We will be using the following views for our auto service entity:
Default view | Change to | Sorting | Filter condition |
Open Opportunities | Open Auto Services | Topic | Status Equals Active |
Closed Opportunities | Closed Auto Services | Topic | Status Equals Inactive ... |