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Hi, I have a scenario where I am extending dynamics CRM for a very large Warehouse distribution company, the company is a group which has child companies, each company has its own accounts and contacts. Each company in the group have their own customers/vendors, I want to know what is the best approach to manage/consolidate the accounts from all the different companies in the group. For example the main company has about 50 thousand accounts. What would be the best approach to handle this in CRM, can I perhaps have sub accounts ,as currently for example ABC Computers has an account in CRM with its own account number and ABC Computers Durban has an account in CRM with its own account number. An account in our parent group company can exist in all other child companies,therefore I need to also cater for that and flag each account with a status that it exists in the other systems. How can I do this efficiently,should I create separate sections on the forms of the other accounts linked to the account in the parent company or should I create sub-accounts in CRM as related records. What is the best practice with regards to this.
Your help will be greatly appreciated.
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Hi Papi
Yes CRM is designed to support your requirements and use Sub Account to manage them, as CRM rolls up Activities from the child Contacts and Accounts it makes sense to do this. These sub accounts would also behave better than using multiple lookups and easier to manage. You can use different forms for different types of accounts if you desired to do so. Alternatively you could use multiple lookups but this would become messy, and connections feature would be great but you wouldn't be able to easily make use of other customisation features like workflow automation and logic due to the N:N relationships.
Are you able to describe further requirements so I have an idea of what other factors we need to consider that may effect the behaviour?
Best Wishes, Raz
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