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35Hello
I need to figure out some data concepts on the CRM Dynamics. I'm very familiar with the party data model that I used many times.
We are a public organization. Our mission is to protect some citizen during his life. Each protected person has his own account. The account contains many subjects like his physical and mental conditions, his required medical needs, his assets, his receivable and payable account. Futhermore, for each protected person, we have many contacts like family members, social workers, services supplier, etc.
When I checked the notion of CRM account, I saw business organization with his contacts like the president, the employee, etc.
For us, the assount should be associated to a protected person who is an individual not a business organization.
Question(s)
1) Is it possible to do that with Dynamics CRM ?
2) is it possible to create a contact without associated with a account like some employes of our organization.
3) Is a contact become a leal, an opportunity, is the same contact with 2 différents roles with a period of time or Is it 3 différents rows one for the lead, one for the opportunity and one for the contact ?
I would like a high data model that explains these concepts.
Thanks in advance for your help.
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