Hello people,
I wonder how consumers should be handled in Microsoft CRM. By "consumers" I
mean customers that are individuals, "Contacts" in MS CRM.
At first, it seems that this should be handled the same way standard
Accounts should be handled: quotes, orders and invoices are available just
like they are with Accounts.
Then, however, I see contacts have no account number. I can, of course,
easily create one on the Contact entity, but I am not sure this is a good
idea.
So, all experienced users out there: how should I do this ? Do you have any
suggestions for a B2C ("Business to Consumer" business) within MS CRM ? Or
even B2B and B2C combined ?
Is creating an account number on the Contact level a good idea, or could
this mean trouble later down the road like e.g. when you want to mail all
your customers or when you want to make a link to e.g. an accounting system ?
Would it be a better idea to keep all "real" customer information on Account
level ? If so, what do you do with a Contact that is a customer: do you
re-create that on an Account level with no company name ? I don't like that
idea but it's maybe the easiest to interact with other solutions since there
is only one level where customer data is stored...
All comments are welcome !
Regards,
Mav.
