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Does the Account Entity hold values for the same Attribute? RRS feed

  • Question

  • Does the Account Entity hold values for the same Attribute? So, if we store fields in the account entity will the fields below be overwritten each time we update the attribute or does CRM store each record we enter in the Account Entity.

    Company Name Year Revenue
    Company ZZZ 2011 $856.00
    Company ZZZ 2010 $265.00
    Company ZZZ 2009

    $652.35

    Wednesday, January 9, 2013 8:52 PM

Answers

  • Once you overwrite the value in the Account record for year and Revenue you would overwrite the previous value.  A better idea would be to create a related Entity called "Annual Revenue" that is related to the Account Entity.  The Entity could have fields to store the account name, year and annual revenue.  You would then be able to create unlimited records for each account and create reports on the annual revenue for each year.


    Brian Begley XRM Services LLC

    • Marked as answer by Supplyside Wednesday, January 9, 2013 10:03 PM
    Wednesday, January 9, 2013 9:59 PM

All replies

  • Once you overwrite the value in the Account record for year and Revenue you would overwrite the previous value.  A better idea would be to create a related Entity called "Annual Revenue" that is related to the Account Entity.  The Entity could have fields to store the account name, year and annual revenue.  You would then be able to create unlimited records for each account and create reports on the annual revenue for each year.


    Brian Begley XRM Services LLC

    • Marked as answer by Supplyside Wednesday, January 9, 2013 10:03 PM
    Wednesday, January 9, 2013 9:59 PM
  • Can I use the audit feature to track pervious year's revenue in the Account entity or could move the data (Revenue, Year) to the Contracts entity. I want to keep this application simple for the end user? They are fearing having to open to many screens to finish their business.

    Scott

    Wednesday, January 9, 2013 10:24 PM
  • The Audit feature of CRM is extremely limited - you cannot use the reporting feature of CRM to report on Audit records.

    If you were to create the sub entity for finacial results we previously discussed you could place the related entity on the account form in a subgrid.  THis would allow your users to see the financial information on the Account form.


    Brian Begley XRM Services LLC

    Wednesday, January 9, 2013 10:37 PM
  • I did something similar for a client where they simply filled in the data on the Account form and a workflow created a new child record to keep track of the history of the revenue figures (and other metrics such as number of employees). These could then be found in the left navigation, or in an inline grid on the form

    Hope this helps. Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011

    Thursday, January 10, 2013 1:56 PM