New Data Type “Customer”
has been introduced in CRM 2016 and can create in Custom Entity as well.
Customer Data Type is combination of
both Contact and Account Entities, one can choose either
Contact or Account record.
We can give proper Relationship
Names (To
Account & To
Contact) before creating this field (if required or
we can use as it is).
After Creating this field two Relationships will be created one with Account and one with Contact.
Create this field and
place it on the Form, Save and Publish.
Open New Record and Test
this field to select either Account or Contact.
good feature added to CRM 2016.
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