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User entity vs. Custom Employee entity

Answered User entity vs. Custom Employee entity

  • Thursday, September 06, 2007 2:27 PM
     
     
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    I'm a newbie to MS CRM and working on my first implementation.  Question: The business process requires both internal employees and external contacts to be associated to a particular record.  Essientialy I need to identify either a Contact or an Employee as a project manager for an Opportunity.  There are approximately 50 internal employees, but only 4 of them will be using CRM.  Can I use the User table to store all the internal employees even though the majority of them will not be active users and still associate them to records or should I create a custom Employee entity to hold internal employee data and build a relationship to the custom Employee table?
     

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  • Thursday, September 06, 2007 3:10 PM
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    Hi,

    If you want 50 active users than you need to have 50 CRM client licenses. If you make any user inactive than you cannot relate that user with any record. So this option dont looks good.

     

    You may create a custom entity or you may add a new field in contact called "Type". Add all your internal users as contact and make their type "Internal Users".

     

    Remember you cannot create new relationships between builtin entities.