As I'm trying to figure out Dynamics and if it will fit our needs I find that it seems limited in that many "type" fields are single items rather than Tags if you will.
Therefore I would like to know some suggestions on how best to configure it.
For example I think the Account Entity has a field named (incorrectly IMHO since some accounts are not customers-i.e. manufacturer, manufacturer rep, distributor, subcontractors, etc.) CustomerTypeCode.
We have many Accounts that have multiple "types":
Customers who are also Friends or Family
Subcontractors who are also customers
Manufacturers who are also distributors
Vendors who are also customers
So how can these scenarios be handled "properly"?
Also does Dynamics have a way of "tagging" accounts and/or contacts? For example tag a contact as the person to invoice or the person to schedule service with, tag a location as having a certain product installed for future emails/marketing, etc.?
