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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Business to Consumers ...
Microsoft Dynamics CRM (Archived)

Business to Consumers versus B2B

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Posted on by Community Member

We sell to the consumer (building homes), not to businesses, which is typically to 2 people (partners) wanting to build their dream home.  

How would I go about setting that up, when they are not typically what is known as 'accounts'?

TIA

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    the below post explain a bit on account and contact. I think consumer should under contact.

    crmbook.powerobjects.com/.../understanding-accounts-and-contacts

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    You can also refer-

    msdn.microsoft.com/.../gg309704.aspx

    docs.microsoft.com/.../customer-entities-account-contact

    docs.microsoft.com/.../accounts-contacts

  • Verified answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    One more thing that I have seen is that account is sometimes set up as Household and Contacts are the people of that household. That allows you to create a relationships between a Family or Household and the individual people (contacts) that are part of that household.

    Hope this helps.

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