Display and Use Advanced Find for Product Subscriptions by Account in Microsoft CRM 4.0
- by Chris
By default when viewing an account in edit mode you have access to Opportunities, Invoices, and Quotes which contain the products being shopped by the account and/or the sales department.
I'm trying to determine where to store, display, and use the products that an account has a subscription too.
I may not understand the implementation but it seems that there should be "Products" option directly off the root Account management window that will show the user all the products the account has purchased.
We are trying to integrate this with our production tracking system where product sales can originate from other channels that will not flow through CRM first. This product subscription does not fit into the Opportunity, Quote, or Invoice model because they are confirmed recurring sales that were automatically purchased via tools like a Public Website, Portal, etc.
By enabling this tracking in CRM we can use the advanced find feature to facilitate follow up sales and marketing efforts.
Example: Find everyone who is subscribed to model A, so we can notify them of a new holiday campaign where they can get 10% off on all add-ons.
It's my assumption that this is a common scenario, however I'd like to better understand how to approach this within the world of Microsoft CRM.
Thank you in advance.
