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Suggested answer

Account with multiple physical location

Posted on by Microsoft Employee

I researched this whole site, googled and couldn't find the answer

We have large Global accounts in our Dynamics CRM 365 (9.02 online version), that have locations all over the world. In CRM we use Hierarchy in Accounts to show the different locations. When an Opportunity is entered for the Global Account location,  the Ship to-Bill To and Site Location can be 3 different physical addresses.

How can we capture this on the Account form? I thought Address 3 could be used, but we seem to not have the ability to use more than 2 addresses. I'm self taught CRM Newb, please be gentle. I'm probably approaching this completely wrong.

  • Suggested answer
    RE: Account with multiple physical location

    Welcome to the Dynamics Communities.  This is a frequent question as Account = 2 Addresses and Contacts = 3 Address.  If you wish to use more I would recommend using the Address entity - community.dynamics.com/.../address-entity

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