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Attributes for Contacts or Organisations...

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Posted on by Acorr

Hi there

I manage a Dynamics CE platform for a Charity and have a question about Attributes.

The Dynamics Partner I am with right now is unaware of the use of Attributes for Contact or Organisation records and I am frankly miffed.

I have used these the the past to capture Alumni information or qualification information's where we didn't necessarily need more than basic details. A way of adding meta data about a person without the need for more custom fields or Boolean boxes. A way to view these easily from a contact record, tab or subgrid view.

I have considered a simple Timeline activity and Static Marketing list but both of these options might not work longer term if there are bulk clean up operations.

Are Attributes still used in this way?

Thank you

Anna

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Amit Katariya007 10,409 Moderator on at

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Hello Anna,

Can you explain more related with the requirement or the help which you need related with the Attributes.

Also please refer below article related with the Dynamics 365 Data types which you can use to store various types of information.

docs.microsoft.com/.../create-edit-fields

Thank you,

Amit Katariya

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Acorr 5 on at

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Thank you Amit

I work for a Charity and was wanted to hold a historical record against a Contact record of a past contribution to us and to other charitable bodies we work with or to record engagement on a project where they have donated their time. This would allow us to use within Marketing segments or if we later choose to license the volunteer app by MS that will aid migration but give us use now.

I hope I am making sense.

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