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Q&A

Q. We track NAICS and SIC, but sometimes we just want to associate a general less standard industry. Is this possible?

A. Yes, you can track other industry codes and you have two choices. You can use a drop-down list of industries that are common to your company, or you can create a text field to capture any combination of typed-in text that describes the industry.

Q. Many of our accounts have a complex hierarchy of relationships to other accounts. How is this handled?

A. An account can have a parent account, a parent account can have a parent account, and so on up the ladder. You also have the option of associating subaccounts. Lastly you can use the Connections feature of Microsoft Dynamics CRM to associate an account to any other account.


  

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