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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Use Dynamics 365 for i...
Microsoft Dynamics CRM (Archived)

Use Dynamics 365 for internal managem of Agents Business Model

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Posted on by Community Member

Hello,

Starting with CRM Dynamics 365 and have a few questions of how to do it.

Our company works with our direct sale (from our sales team), and also with agents across the globe.

All agents have a sales manager attributed, opening leads and opportunities, but the sales manager is also doing the same. So, identifying the leads by the sales manager will not do the trick, and also I would like to be able to track the performance of our agents.

I'm wondering what would be the best model. Our agents don't have access to our CRM (and probably will continue not to have).

Create a Business Unit for each market we are addressing and create a team representing the agent (with the market sales manager inside)

or

Create a field in the lead/opportunity identifying the agent.

I would like very much to be able to identify in the reports the progress and sales performance by agent, sales person, sales manager and so on.

Thanks in advance for the help

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  • st738407 Profile Picture
    st738407 227 on at

    This is obviously just my opinion, but if the goal is to continue to not have the lower level agents as users within CRM(D365) I would do what you said above.

    I would make a new entity for the 'Agents' and have each record in that entity be an Agent.  Then you can tie this entity to any other entities you want, via relational entities, to track that Agent against, whether it just be Optys and Leads or other entities like activities, accounts, contacts, or custom entities.  

    So, you would have to create a 1 to Many relationship from the Agent (custom entity) to Opportunity entity (and lead).  I would then have the owner be the 'manager'.  To the point you make about the Sales Managers also making sales, you can get around this by reporting on the lookup field to the Agents entity as your 'Sales Person' and your Owner field can report as the 'Manager', you can change the display name if you want to avoid any confusion.

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