Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans