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Add mapping from contacts to leads as parent customer RRS feed

  • Question

  • In the contacts form I can chosse either "account" or "contact" for "parent customer".

    Now, I would like to chose "lead" as well, because in our scenario a lead can have contacts, too.

    Any suggestions?

    Thursday, May 7, 2009 12:48 PM

Answers

  • Hi Roman,

    this is possible (with an additional relationship between contacts and leads, not as Customer itself) but I would not do this, because the idea of a lead for Dynamics CRM is different. I'm sure your next wish is to convert such lead and to have the contacts of your lead as contacts of the account, right? In this case (and I'm sure there are many others you have to develop code to extend CRM with such ideas).

    Best regards,
    Jürgen

    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Thursday, May 7, 2009 1:03 PM
    Moderator
  • Customer is a special system entity that includes Account and Contact. It cannot be modified nor can relationships be established with it with other entities. And as Jurgen said, the concept behind Leads is that they are NOT customers, yet.
    Larry Lentz [Microsoft Dynamics CRM MVP]
    Thursday, May 7, 2009 3:58 PM
    Moderator

All replies

  • Hi Roman,

    this is possible (with an additional relationship between contacts and leads, not as Customer itself) but I would not do this, because the idea of a lead for Dynamics CRM is different. I'm sure your next wish is to convert such lead and to have the contacts of your lead as contacts of the account, right? In this case (and I'm sure there are many others you have to develop code to extend CRM with such ideas).

    Best regards,
    Jürgen

    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Thursday, May 7, 2009 1:03 PM
    Moderator
  • Customer is a special system entity that includes Account and Contact. It cannot be modified nor can relationships be established with it with other entities. And as Jurgen said, the concept behind Leads is that they are NOT customers, yet.
    Larry Lentz [Microsoft Dynamics CRM MVP]
    Thursday, May 7, 2009 3:58 PM
    Moderator