Microsoft Dynamics CRM (Archived)

How to use CRM to store student Alumni information

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Dear all,

I am running CRM2015, see if I can make use of that to store student Alumni information.

So far there are 200 Alumni....

Shall I make each student as a contact?

Let say if my college is college X, set college X as customer, and each student with name and email act as one contact.... don't know if this is the proper way... the operation for such data is to invite Alumni to gathering, update their employment information...etc.

The design of customer contact shouldn't be large as 200, normally there should be 2 or 3 contact for each customer organization, and that is my ques.

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razdynamics 17,308 User Group Leader on at

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Hi Raylo

Yes there is no reason why you shouldnt use Contact to store student information as it will allow you to leverage on the out of the box behaviour as students behaviour is that of a contact

Best Wishes, Raz

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Community Member on at

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Thanks,

So there isn't any 'limit' on the number of contact person within an organization.

(apart from system resource limit)

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razdynamics 17,308 User Group Leader on at

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Hi Raylo, no there isnt a set limit if your worried about large numbers of contacts. Just remember that when your contacts are added to an account, you will see the activity feeds of any contact activity on the Account Social Pane

Best Wishes, Raz

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Inam 215 on at

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Hi Raylo

In addition to this, you can define relationship between students or alumni by using connection entities.

Below link gives details on this.

[View:http://www.powerobjects.com/2012/04/24/record1-or-record2-creating-a-connection-and-how-to-search-for-related-records/]

Regards

Inam

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Community Member on at

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Thx Inam;

In fact, that would be my next ques to be asked.

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Community Member on at

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As our dept grows, we divided into several sub units.

Ideally, it is better to have student contacts under particular sub units (eg. MBA student under MBA, MSc student under MSc).

So, how to create such a sub unit structure?

Shall I click sales, then account (MBA as an account...etc.) and MBA student as account contact?

Please help?

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Jimcollinz 17 on at

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