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Microsoft Dynamics CRM (Archived)

Two companies - one contact

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Hi,

I work for a church congregation in Berlin - we have the issue that several contacts show up in different "companies". For example: one person is (1) CEO for a construction company we work with and (2) represents voluntarily a donation organization.

Does anyone have a suggestion how to deal with that in order not to have duplicates in the database? 

Thanx in advance

Martin

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  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Two companies - one contact

    Hi Martin, For This Scenario Dynamics Provides the 'Connection' Feature which allows you to connect your contacts to different records by defining different relationships, so that you only need one contact record but can maintain multiple relationships to other contacts, accounts and any other entity.

    www.powerobjects.com/.../record1-or-record2-creating-a-connection-and-how-to-search-for-related-records

    www.youtube.com/watch

    Let me know if you need any further help :)

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