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ReportI am new to crm and am in the process of moving our legacy crm to dynamics crm online. Now I am trying to model the crm to fit the requirements and am looking for some feedback if I am headed in the right direction.
Background: We are a wholesale distributor of a single piece of equipment in north america and we have a network of dealers in the U.S and Canada in which they sell the pieces of equipment to their customers.
What is the best way to manage this dealer and customer data in dynamics crm?
Option 1:
- Create accounts for each dealer along with sub-accounts for each dealer locations.
- Create a contact type in which the contact is either a dealer contact with a position and a customer contact that purchases a piece of equipment from that dealer account.
- The dealer accounts purchase equipment through a order and when the equipment is retailed to the customer. Customer information is filled out and assigned to that order.
Option 2:
- Create accounts for each dealer along with sub-accounts for each dealer locations.
- Create dealer contacts as normal as noted above.
- Assign customers accounts instead of contacts and somehow assign the customer account to the equipment order of the other dealer accounts.
Again trying to see which is way to use dynamics online to fit our business. Any feedback would be greatly appreciated.
Thanks!
Derek
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