Dynamics Community Forum Thread Details

(End) Customer of your Customer Relations (Sales, Service etc.)?

Hi,

How would you solve the following situation.

We sell to our Customers and we have Opportunities and Quotes for this Sales Process. Now, in this Sales Process we sometimes know the (End) Customer of our Customer. And, for each new Opportunity the (End) Customer of our Customer can be different. How can we best log this in our Opportunities and Quotes?

This is important to know because, we need to know to which End Customer the Product we sell to our Customer, has been sold, so in case needed we can:

1. Deliver the Product directly to the (End) Customer of our Customer;

2. Deliver Service on the Product of the (End) Customer of our Customer;

3. On Product level we need to be able to see which (End) Customer owns the Product and through which of our Customers this was sold;

4. And, on Product level we need to be able to see if we deliver Service on that Product or not.

And also, sometimes we have for 3 different Customers an Opportunity (so 3 Opportunities), but we happen to know that our 3 different Customers for these 3 Opportunities have the same End Customer. How can we set up these Opportunities in such a way that we avoid having them all 3 in our Sales Pipeline. In the end only of the 3 will get the Order, not all of the 3. In other words, we actually have only '1' real Opportunity.

Thank you all for your input.

Best,

RGH

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