If employees (user) are my customers as well, how should I customize in dynamics crm? Thanks! RRS feed

  • Question

  • If employees are my customers as well, should I create an Employee entity or treat them like Contact and clone all employee information in Contact Entity? Thanks!
    • Edited by Arcticat Monday, February 6, 2017 9:19 PM
    Monday, February 6, 2017 6:58 PM

All replies

  • I would normally treat them like a contact, if they should be treated like other contacts who are not employees.

     However a major consideration is how you handle email addresses. If you have a contact and a user record for the same person, and with the same email address, then address resolution in emails will not work well. One way you may be able to get around this is to give an alternate internal email alias for all users, so the user and contact records have different email addresses

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, February 7, 2017 5:15 PM
  • You treat like contacts, you just have to play with the connections roles (role : customer, employee) I think
    Wednesday, February 8, 2017 11:56 AM
  • Duplicate information from Employee information to Contact entity yes, good move.

    A little easier to apply further security rules onto also.

    Thursday, February 9, 2017 12:52 PM