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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Account addresses with...
Microsoft Dynamics CRM (Archived)

Account addresses with multiple locations

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Posted on by Nikolas_

Hello everyone,

I try to understand the best way to work with multiple locations in the account-entity. 

We have to manage several accounts with multiple locations. However, I don't want to add several sub-accounts as all the opportunities, addresses and so on should be managed and seen in one place. I also would like to have the option to choose a location (address) for each contact that works in the respective company without having duplicates stored in the contact-entity. That way, I only would need to update one record if a location changes.

What is the best practice to handle that requirement?

Thank you in advance and best regards!

*This post is locked for comments

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Account addresses with multiple locations

    yes...you can have a javascript which will make all the filed readonly if the parent type is contact.

    Also you can have a workflow to copy the address from account to new address but when you want this to trigger? because you will need to set the parent as contact for the copied record.

    Also, you need to keep the two address in sync - so another workflow which trigger on update of Account's address and copy the value to Contact's address.

    Thanks,

    PS

  • Nikolas_ Profile Picture
    Nikolas_ on at
    RE: Account addresses with multiple locations

    Hi prt333,

    thank you for your reply.

    I think I found a solution for my first need, to display various locations for one account. I added a subgrid to the account-form to display all addresses I want to store.

    If I understand you correctly, I can't link the address from a contact to an account as address is a child record. Would it be a possible and suitable to define the address for contacts as read-only and to copy the address of a location using a workflow? I really don't want to have duplicates in the system and looking for a way to achieve that.

    Thank you and best regards

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Account addresses with multiple locations

    Hi Nikolas,

    Address is a child record for customer entity. So you can only have a account or a contact as parent record.

    Also, address entity doesnt allow any custom relationship to be created on it so nothing much can be done there either.

    So one option will be to create a custom address entity and have two relationship on it for account and contact - N:1 with account while N:N with contact.

    This way you will have multiple address associated with Account and user can select any of those address for the contact records.

    However, when you use custom address instead of OOB address - you might loose certain OOB feature and increase customization so do consider that..

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