Managing complex relationship models in Microsoft Dynamics CRM, Part 1
Views (3632)
By its name, CRM software focuses on managing relationships. And out of the box, Microsoft Dynamics CRM offers a wide array of standard capabilities to support the management of different customer-centric relationship. However, there are scenarios in which the standard Dynamics CRM configuration will not suffice. In these scenarios, there are usually several possible approaches to meeting the requirements, all have their advantages and disadvantages. Some examples of more complex scenarios are:
- Dealing with Household or Family structures. Especially when the requirement is to be able to address these households, families using one single address.
- Dealing with persons (contacts) who have links to multiple accounts
This was originally posted here.

Like
Report
*This post is locked for comments