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How are addresses handled in CRM? RRS feed

  • Question

  • We are moving to dynamics from Sage CRM, but cannot find any good documentation which explains how company & person addresses are handled?  Sage is wonderful - company can have multiple addresses, when adding a person to an existing company you are prompted which company address is to be assigned to the person, or you can create new unique address.  Dynamics only has billing & shipping at the company level, and when adding a new person to an existing company the address fields are blank - no prompt or selector to pick from existing company addresses?  Strange... am I missing something?  Is there documentation anywhere?  
    Monday, March 23, 2015 1:44 AM

Answers

  • So Dynamics CRM has multiple ways to handle addresses.  First off, the dropdown that says billing/shipping can be extended to add as many types as you want.  That's something you can control through configuring CRM.  Also, CRM has a separate record called "Address" that allows you to store as many additional addresses as you want above and beyond the default address.  This works on both Accounts and Contacts.

    As for how Accounts and Contacts relate to each other on addresses:

    If you are on an Account and you click "New" on the Contact related view, the default address for the Account will automatically populate on the Contact.  However, if you don't do that from the Account record, CRM won't try to populate the Contact record automatically.

    That said, through workflows and other process automation, CRM offers a great many ways to handle what you want.  From that perspective, you would need to identify exactly how you want addresses handled, and what your ideal behavior is.  Once you have that defined, get someone who is experienced in the back-end of CRM to implement that.  It won't be exactly like Sage (all contact systems are a bit different), but it should work as you want.


    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    • Proposed as answer by Wayne Walton Monday, March 23, 2015 2:16 PM
    • Marked as answer by Dave_SCGadmin Monday, March 23, 2015 3:08 PM
    Monday, March 23, 2015 2:16 PM

All replies

  • So Dynamics CRM has multiple ways to handle addresses.  First off, the dropdown that says billing/shipping can be extended to add as many types as you want.  That's something you can control through configuring CRM.  Also, CRM has a separate record called "Address" that allows you to store as many additional addresses as you want above and beyond the default address.  This works on both Accounts and Contacts.

    As for how Accounts and Contacts relate to each other on addresses:

    If you are on an Account and you click "New" on the Contact related view, the default address for the Account will automatically populate on the Contact.  However, if you don't do that from the Account record, CRM won't try to populate the Contact record automatically.

    That said, through workflows and other process automation, CRM offers a great many ways to handle what you want.  From that perspective, you would need to identify exactly how you want addresses handled, and what your ideal behavior is.  Once you have that defined, get someone who is experienced in the back-end of CRM to implement that.  It won't be exactly like Sage (all contact systems are a bit different), but it should work as you want.


    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    • Proposed as answer by Wayne Walton Monday, March 23, 2015 2:16 PM
    • Marked as answer by Dave_SCGadmin Monday, March 23, 2015 3:08 PM
    Monday, March 23, 2015 2:16 PM
  • Thank-you.

    The real key to the problem is getting 'someone who is experienced in the back-end of crm to implement'.  This is the hard part, our journey from initial scoping to almost go-live has been horrible.  Time to look for new consultant...


    Dave

    Monday, March 23, 2015 3:17 PM
  • Oof, sorry to hear that.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, March 23, 2015 3:44 PM