ASI iMIS v Dynamics

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Hi,

We are a small not for profit and we are considering moving from an ASI iMIS CRM database to a Microsoft Dynamics solution.

At the moment we are evaluating Dynamics and there are one or two questions that I would be grateful for clarity. In Dynamics, I am not too sure what the difference is between records, accounts and contacts, but in iMIS we have several thousand records, each of which contain name, address and mailing details. The mailing details are custom fields created in iMIS, so that we can select which mailings (by post or email) a particular individual receives from our organisation. We can then generate a query and pull out all the records for a particular mailing and output the list to an envelope printer for a paper mailing or text file for email addresses.

Presumably, Dynamics should provide similar functionality? If so, should we use 'Contacts' to create new records of individuals? And presumably, we can create custom fields in 'Contacts' for our particular requirements? If so, can these custom fields be interrogated in search and query expressions and output to printers or file?

Many thanks.

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Mike Frye on at

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Sorry its two years late:-) . I just found this post by accident...

Re "Dynamics should provide similar functionality" It does, but the iMIS "name" table needs to be split into both Accounts and Contacts. The address need to go into the account and flow down to contact address 1(or2) .

Not sure if you need custom fields as this functionality lives in Dynamics CRM out of the box. Always look for a field before creating a new one!

If you need help or views that split up the iMIS name table contact me at www.altaisystems.com

Mike

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Kokulan 18,054 on at

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On top of what Mike suggested, i would say you could think about using Dynamics 365 CE Contact out of the box preference picklist (preferredcontactmethodcode ) and flags such as and the following flags to map the contact preference from ASI iMIS to CRM.

Any Company or Organisation record in ASI iMIS should be created as Account in CRM and individuals should be mapped to a Contact which can also have contact details you mentioned.

And yes its possible to query any of these fields from UI or using custom code

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