We are about to import a list of contacts from another CRM. These contacts are both suppliers and contacts. How do we distinguish between them in Dynamics CRM Online?
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I would suggest potentially making a new field to track the type of contact. If you don't plan on having many types of contacts in your system you could use a boolean/two option field - say called Supplier. Set the field to true for those contacts you import that are suppliers. If you think down the road you might have other types of contacts, use an option set and have values like Supplier, Standard Contact, etc... and then for each value you import, set the value accordingly.
Hi Jason,
Thanks for your very quick reply.
In actual fact, we may have 5 or 6 possible types. I have been looking into this a bit more, and I think that we would want to have these types associated with the Accounts, rather than the Contacts.
You suggested creating a new field which makes sense, but (forgive my inexperience with Dynamics CRM Online) how does one create this field?
Also, is it possible to make the selection a multi-select list?
One of the reasons for this differentiation of Accounts is that would like to be able to send out marketing e-mails to the Contacts who are associated with Supplier Accounts, or to the Contacts associated with Client Accounts, for example.
Is what we are trying to do relatively straightforward, or does Dynamics CRM Online not work like this? Is there a better way?
Thanks,
Anthony Charlton
Net Essence
To add field navigate to (as an administrator):
Settings -> Customizations -> Customize the System
Expand Entities -> Expand Account -> Select fields -> New and assign a name and choose a type of Option Set
Add the values then Save and Close
Click back on Account on the left and then Publish from the top.
Multi-select lists aren't supported out of the box - you would need to do a little work with some JavaScript to make this happen. If you think you might only have 5 or 6 you could also create individual fields for each which could be displayed as a checkbox or Yes/No radio button type field.
What you are describing if fairly common - if you need to record multiple values and are just starting out I'd recommend creating multiple fields.
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