Dynamics Communities | Shubham Gaur | Activity https://dynamicscommunities.com/community/members/sgaur1outlook-com/activity/ Activity feed for Shubham Gaur. Sun, 31 May 2026 00:13:30 -0400 https://buddypress.org/?v=2.21.1 en-US 30 hourly 2 be894ad0590bbcd2568a0ffecadf92d6 Shubham Gaur replied to the discussion CRM Customer Account - Multiple Roles in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/discussions/crm-customer-account-multiple-roles/#post-35816 Sat, 27 May 2023 02:56:24 -0400 Reply to CRM Customer Account - Multiple Roles

Thank you Heidi for input.

]]> 4ddafcfeaa06054a3298127822b37e79 Shubham Gaur started the discussion CRM Customer Account - Multiple Roles in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/discussions/crm-customer-account-multiple-roles/ Sun, 14 May 2023 04:00:14 -0400 CRM Customer Account - Multiple Roles

Hello,

We have requirement to implement a way to capture one Customer Account/Organization play different Role for transactions, e.g. – Installer, Service Agency, etc.

For each Quote and Order, we need the ability to track the role the organization played.

Lastly, for the loyalty program need to track how the organization grew in each…

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]]> e049b70bbb0eb0fa3b312639c666bf3e Shubham Gaur joined the group Power Platform https://dynamicscommunities.com/community/p/33938/ Sun, 14 May 2023 03:05:59 -0400 0 57cab67f474647cca0e3270a57c369fc Shubham Gaur joined the group Customer Experience (CRM) https://dynamicscommunities.com/community/p/33937/ Sun, 14 May 2023 03:05:47 -0400 0 aa68383912e6ddfc0d552da3db0dd7cb Shubham Gaur joined the group Dynamics F/SCM https://dynamicscommunities.com/community/p/33936/ Sun, 14 May 2023 03:05:32 -0400 0