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Microsoft Dynamics CRM (Archived)

Standardizing contacts' job titles for segmentation purposes

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I would like some advice as to how I might standardize categorizing my contacts so that I can target them with queries such as, "All C-level executives", or, "Director level and higher", or whatever arbitrary list of categories we define. Nothing complicated, we have a small list of categories useful to us. Right now, our contacts' job titles are populated with text very specific to their job as assigned by their employers, so they are not useful for our own categorization purposes.

I'm guessing that one way to do it would be to create a new custom option field for Contacts to hold a this info, but I don't want to re-invent the wheel if there is already a mechanism in place out of the box that I can leverage. Any advice appreciated.

Update: I should mention that we are an Office 365 organization and using Exchange Online with Outlook, and Server-Side sync for Exchange Mail and Contacts, if that makes a difference.

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  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Hi, Using Optionsets or Lookups for Defining repeated categories of the customers is the norm and will fullfill your CRM Segmentation for Reporting, However Using the Connections for defining the 'Director' with the 'Company' will be of more value to your organisation in defining and capturing a broader scope of relationships.

    Feel free if you would like me to expand on this in way more specific to your needs :)

    Best Wishes, Raz

  • Suggested answer
    Community Member Profile Picture
    on at

    Thank you Raz. You've answered my question, and while I don't think we need to additionally implement connections at this time, it's an interesting suggestion to keep in mind as we grow.

  • Community Member Profile Picture
    on at

    I can't see where I can ask questions on this site.  I am trying to find out how I can get more names that just is what is in the drop down box in Job Titles.

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