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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Regarding best practic...
Microsoft Dynamics CRM (Archived)

Regarding best practice Lead and Opportunity

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Posted on by shennu 702

our user wants to use Opportunity (sometimes Lead as well) to track their sales process.

Now because all of their customers/ Client would be managed by Broker. therefor their opportunity contact often is the broker not someone from the client company.

after a quick test around opportunity and account / contacts, and it seems that used the Contact field on Opportunity to hold the broker (just a contact record in the organisation) and use the Account field on opportunity to hold their  customer/client company name works fine.

However my question is "by associating the same opportunity to both contact and account which are not associated, will this lead to any issues or problems?"

Any ideas? suggestions please?

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  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Shennu

    There is no Problem with an additional relationship to Track Brokers, Main thing to consider is the impact to the Business Process as the users may have to follow a different procedure when dealing with Brokers ? Also if your reusing Accounts or Contacts for Brokers and how they will be managed differently to regular account contacts

    Let me know if you require further help :)

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