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Microsoft Dynamics CRM (Archived)

Design suggestion: Account entity

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Organizations have been mapped to accounts in CRM. We have customers (organizations) that have multiple locations across the country. We have different contact persons for each location. 

Is it better to have One Account with multiple Contacts & Locations? How to identify the primary contact in each location?

OR

Have multiple Accounts for the same customer? 

Appreciate your experiences in managing such information

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  • Suggested answer
    Royal King Profile Picture
    27,686 on at
    RE: Design suggestion: Account entity

    Here is how you can go about to design it in the crm.

    1.Create one Account as Parent Account in CRM , something like Microsoft - Head Office

    2.For each location create sub account

    3.Add primary contact for each location using sub account .

    This way each location can have their own primary contact and list of contacts specific to each location

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: Design suggestion: Account entity

    Hi Dax,

    Actually, it depends on your business, are you caring about having Multiple Account Number?

    I mean let's say Citibank, having multiple branches around the world even, so you can have Citibank Global Corp (ACC001), Citibank US-NY (ACC002), Citibank US-NJ (ACC0003) and so on.

    And are you planning to integrate it with any ERP? Let's say link to the billing and invoice.

    Some ERP would differentiate them to multiple accounts while some would have only 1 account globally, but multiple address.

    Remember that 1 Account can have multiple sub accounts.

    But, 1 Account can have multiple Addresses (location) and 1 Account can have multiple Contact, while 1 Contact can have multiple Addresses as well.

    How about the Account? Is every single Account for each location maintained by different salesperson? And if you create the opportunity, you will use the specific customer per location as the potential customer? Or just the highest one?

    If the account maintained by different salesperson,

    I would suggest to have multiple Accounts and use as parent-child Account.

    Then for each Account, you can have Territory put it in the Account.

    Then for each Account, you can link to many Contact, with having 1 Primary Contact.

    And for each Contact, you can have multiple addresses, if let's say the Contact have different address, such as working address (office location), home location, relative location, etc.

    Then later you can see the performance based on each location or overall for the Citibank as the whole organization.

    Hope this helps.

    Thanks.

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