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Partner management with dynamics 365

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Posted on by SteveDuc

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Our NGO has 15 employees, 300 partners including 70 major partners. In these 300 partners we have a total of 1800 contacts. I would like to use a tool to manage its partners:
- pooling of contacts between the 15 employees
- creation of a file for each partner with basic information that each employee must know about each partner or specific information related to the last exchanges.

The subject is close to a CRM. You think that in the dynamics 365 tools, which one would be the most appropriate?

Thank you

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Tessacq 293 on at

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RE: Partner management with dynamics 365

Hi

It looks to me basic stakeholders management. You could create your partners as accounts records, Relationship Type could have the value Partner, and their contacts would be contacts of the account record for the partner.

There are different ways you can assign the accounts or contacts to employees depending how you want to manage them. The owner field can be use to identify which employee is responsible for the partner and to query the contacts.

You can create a report to print any information about a partner.

Accounts and Contacts are available in all apps, but maybe I would use Sales.

I hope it helps.

Regards

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