In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Did you know that Microsoft Dynamics CRM 2011 is flexible enough to be used as vendor management software? It can help with the following areas:
When managing vendor relationships in CRM, it is best practices to use the out-of-the-box Account record to store vendors rather than creating a separate vendors entity. The primary reason for this is Microsoft Dynamics CRM recognizes the Account as a company, and therefore has some inherent features including:
Even if these features are not planned as part of your use today, they may be needed in the future AND you never know what new features Microsoft will develop around that central and unique Account record. So, use the best practices!
Using the out of the box Account entity you can easily segment vendor records from other accounts by defining the Relationship type.
System and Personal views can be used to provide quick snap shots to all Vendor Records
And depending on who is managing the vendors, role-based forms may also be used to display vendor fields and other vendor information. If the same users are managing vendors as well as customers and prospects in CRM, then JavaScript may be used to hide/display sections or specific fields depending on the relationship type.
Use JavaScript or tabs allow you to hide/display specific vendor related information
Now you see it!
Now you don't!
These are just some of the features of Microsoft Dynamics CRM 2011 you can use to effectively manage the relationship and specific processes with your vendors.
For more information on Role Based Forms:
https://powerobjects.com/blog/2010/12/07/microsoft-dynamics-crm-2011-role-based-forms/
For more information on JavaScript in Microsoft Dynamics CRM:
https://powerobjects.com/blog/2011/01/14/crm-2011-useful-javascript-tidbits/
There is a possibility for the account to be both customer and vendor. In such case you have to have two checkboxes on the form. What I'm wondering about is how to design security? Do you have any ideas you can share?