Best Practice for Accounts and Contacts
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Best Practice for Accounts and Contacts
Hello experts. I am part of an company that is just kicking off Dynamics 365 and as we are setting it up I need a little direction for what is the best practice for this scenario… we work with many organizations that will be added as Accounts as you would expect, but we also work with a lot of individual home owners directly that are not part of any organization. We still want to capture the services we provide for them, but would we just create a Contact record for them that isn’t connected to an Account? Or, do we create an Account that is the umbrella for all those homeowners that we work with, i.e., “Homeowner Account” and then all those individuals get added as a Contact record under that “Homeowner Account”?
Neither really seems like a good solution. Curious what someone else has done that has worked well in a situation like this.
Thanks!
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