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How to structure 3 types of customers... RRS feed

  • Question

  • Our customers can be accounts or their parent accounts. Sometimes other companies represent an account or parent account, which makes them our costumer.

     

    Does anyone know what's the best way to structure these 3 types of customers in Microsoft Dynamics CRM 3.0?

    Tuesday, January 29, 2008 1:28 PM

Answers

All replies

  • Roy,

     

    You may use Relationship which is a supported way.

     

    Cheers,

    Jim 

    Tuesday, January 29, 2008 2:20 PM
    Moderator
  • You could create a custom entity and associate it to the account (1 to many) to track who the company owner is.

    Tuesday, January 29, 2008 2:58 PM
    Moderator