Hi Everyone,
I'm new to Dynamics 365 and was after some advice as to how best to set up my account. I'm moving from a simple Access DB that had tables "Clients" and "Jobs". One client could have many jobs. However I do not bill these clients for the jobs, I bill the company who these clients belong to, as I am a service contractor for this company.
Since I cannot assign a work order for a contact, but I need the contacts details (such as address and job description), would the correct setup be to have:
Company I contract to (Parent Account) > Client Job (Child Account) > Client Details (Contact)
This way when a job comes in from the company I contract to, I add a new "Client Job (Child Account)" and add the client as a contact of the new "Client Job (Child Account)". The "Client Job (Child Account)" becomes the work order for Field Service.
How can I best replicate the old system I used of "one client, many jobs, in Dynamics 365 when I don't bill these clients, I only bill the company that sends me the work?
Sorry If this sounds completely backwards, I hope it makes sense.
- Hazella
