I’ve been using apps with Dynamics 365 for some time now and they are a great way of simplifying the user interface in a way that doesn’t require you to cross reference low level security permissions with Site Map XML.
One problem that has come up time and time again is the fact that different organisations often have different types of contact because of the nature of their business. There are a lot of benefits you get from using the system contact entity, which means that creating a new custom entity for a new contact type does not always make sense.
For example, consider an organisation with multiple types of service and therefore multiple different types of customers. They have contacts which may encompass the following types, and contacts may often be one or more types of these.
- Staff Member
- Applicant
- Student
- Citizen
- Farmers
Continue reading “Segmenting your Contact records with Dynamics 365 Apps”