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Family members in Dynamics 2013 online RRS feed

  • Question

  • Hi

    We are looking at creating contacts / accounts in CRM Dymamics. The client is the principle member with a membership number. This (principle member) is usually an adult that can be employed by a company. the tree looks something like below.

    - Holding Company

    -- Holding company branch

    ---Principle member (main member) (person) (billed at a fixed principle member rate according to service)

    ----Adult dependent(s) (person) cannot exist without a principle member (billed at a fixed adult rate according to service)

    ----Child dependents(s) cannot exist without a principle member and is not dependent on the adult dependents (billed at a fixed child rate according to service)

    Can someone assist?

    regards & thanks

    Tuesday, March 25, 2014 8:40 AM

All replies

  • Hi,

    Difficult to know what your trying to ask here but are you planning on using connections at all?

    This maybe the better way as you have control over the type and types on offer.

    Give us some more detail please

    Dave

    Tuesday, March 25, 2014 3:47 PM