Auto service

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 ...

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