We have a requirement for some way of "tagging" an account with attributes that we can later report on.
Eg - We have an account. We need to designate whether this account is
We previously, in CRM 4, used a section full of such attributes and ticked them as appropriate. Is there a better way of doing this in 2015? There are probably 15 - 20 of these attributes we need to consider...
The downside of this approach is that each one needs to be set up as a field.
The upside is that it makes it super simple to generate a dynamic marketing list / OOTB view. Note: If you do go there I'd recommend using a 'Subscribed date' rather than a checkbox - that way you capture more information (e.g. you can see how long they've each been interested and tailor your mailouts accordingly - e.g. might be good to have different wording for people you're reminding about something rather than people you're introducing an event to for the first time).
Alternatives to this approach include:
1. A custom 'subscriptions' entity with a Lookup of subscription options (which can be added to without any further code/configuration changes). (This would be created with a N:1 relationship to Accounts and could be displayed as a sub-grid on your Account form view. )
2. Using static mailing lists (one for each option). An retrieving the hidden ListMember details with code if you need it for anything else.