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Hi,
We have just started using the new Dynamics 365 CRM system. I was just wondering if anyone knew of way to add multiple sites for a company, without having to set up multiple duplicate companies with different addresses.
For example, lets say we have a customer who is a butcher and has 4 sites across a city. We would set up the company with the main address and add any opportunities and successes for that site. How would we set up the other 3 sites within that company so we can add the opportunities to them? At the moment, the only way I can see to do it is to set up 4 companies with the same name, but with different addresses. This will just clog up the system with duplicates.
The only other way I can think is to add a new opportunity and in the topic bar, mention which address it is for, however this isn't very easy to find information in the long run.
Any help will be appreciated?
Many thanks
Dave
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A common approach would be to create a separate Account for each location, and set the Account that has the main location address as the Parent Account for each of the others. Establish a naming convention for the sub-accounts to avoid duplicates and to cluster the Accounts together in views that are sorted by name.
This approach will not only allow you to set the Opportunity/Regarding field at the appropriate level, but it will also allow you to leverage the hierarchical relationship and rollup functions built into the Account entity. It's OK to set up multiple Accounts for the same company when, for either sales or billing purposes, you are treating them as distinct customers.
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