View and use advanced search for a product subscription by account in Microsoft CRM 4.0
By default, when you view an account in edit mode, you have access to features, invoices, and quotes that contain products that the account and / or sales force is buying.
I am trying to figure out where to store, display and use products that also have a subscription.
I may not understand the implementation, but it seems that there should be a Products option next to the root account management window, which will show the user all the products that the account has purchased.
We are trying to integrate this with our production tracking system, where product sales can come from other channels that will not go through CRM in the first place. This product subscription doesn't fit into the Opportunity, Quote, or Invoice model as they validate repeat sales that were automatically purchased through tools like Public Website, Portal, etc.
By including this tracking in CRM, we can use the advanced search functionality to make it easier to track sales and marketing efforts.
Example: Find everyone who has signed up for Model A, so we can notify them of a new holiday campaign where they can get 10% off all add-ons.
It is my guess that this is a common scenario, however I would like to better understand how to approach this in the Microsoft CRM world.
Thanks in advance.
As far as CRM is concerned, it is possible to create custom objects with exactly the same relationships as described in your question.
So in CRM you can create a new Entity called Product and define a many-to-one relationship with the account. During this process, you will be able to define relationship behavior such as cascading rules.
It is not recommended to interact directly with the CRM database, however you have access to platform-related services through a web service, by calling methods of this service it would be possible to create records from your public website.
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