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Best practices: Account as customer and vendor RRS feed

  • Question

  • We have an account  who is both a vendor and a customer. He may also become a prospect. What is the best way to deal with such accounts?
    Should multiple relationship fields be included or should I create multiple accounts with the same details but with different values in the relationship field ?
    Wednesday, May 23, 2012 8:37 AM

Answers

  • To avoid duplicates you should work with one account and add different roles for that account. You can use connection or relationships or build your own custom entity. This way everything keeps in sync with one account and you do not have to merge multiple accounts to get a 360° View.

    In CRM 2011 you have the feature of multiple form views for different security roles. So you can create a view with all the fields from customer role and another with all fields from vendor role


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

    • Marked as answer by boo oinky Friday, May 25, 2012 6:37 AM
    Wednesday, May 23, 2012 9:14 AM