Purchased lists

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Posted on by JEL

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Hi,

I was wondering if anybody has any experience with using some sort of Purchased List on Dynamics?

We don't particularly sell actual products, but we provide Coaching, workshops etc. How do people use Dynamics to log which contacts have purchased what? I would ideally have an entity on the contact form which we could add the 'products' in to and so dependent on what a customer has purchased could show up. This doesn't seem possible with the built-in provided entities on the form.

Any help, advice, tips would be greatly appreciated.

Thanks,

Jake

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Mike Smith 6,840 on at

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RE: Purchased lists

Have you looked at using Orders and/or Invoices?

If this is not an option, you could look at creating a middle-entity related to Contacts and Products or some other custom entity to track what you are selling.

This would allow you to select a Contact and select a "Product" and then also track items on the specific relationship of "Product" and Contact such as: Date Purchased, Notes, etc...

You could then report on this by what "Products" any Contact owns or see which Contact own any "Products" (great for being proactive on various types of items).

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