Seeking help from Dynamics CRM Solution Architects for Multi Value field Data Rollup Requirements
Budget: $15 – $25 AUD
I understand the limitations of Dynamics 365 Sales/CRM when it comes to Data roll ups and Multi value fields:
However we still need to meet these requirements:
Our customers are businesses. And most of them are on an Annual Service Plan. The Renewal date for Service plans varies.
Our Largest customers have many locations and each location can have their service plan start at a different day, different month during the year.
The payment will be done by the corporate.
So there is a Account Hierarchy.
At the top level - Corporate Account Record
Second level - Subsidiary Account Record
Third level - Branch Office Account Record
1 Corporate can have few to 100 Subsidiaries.
Each subsidiary could have few to 100 Branch offices.
Requirements:
1. At Corporate level Account record form Show me the most frequently occurring top 3 service renewal dates
2. At Corporate level Account Record form, show me the most frequent Termination Reason (Top 3 reasons) when they decide not to renew which hurts our business
Similarly we have at least 15 other Multiple Value Fields where Data has to be rolled up to the Corporate level.
Give me your best thought process with the proposal. Describe a High level approach.
However we still need to meet these requirements:
Our customers are businesses. And most of them are on an Annual Service Plan. The Renewal date for Service plans varies.
Our Largest customers have many locations and each location can have their service plan start at a different day, different month during the year.
The payment will be done by the corporate.
So there is a Account Hierarchy.
At the top level - Corporate Account Record
Second level - Subsidiary Account Record
Third level - Branch Office Account Record
1 Corporate can have few to 100 Subsidiaries.
Each subsidiary could have few to 100 Branch offices.
Requirements:
1. At Corporate level Account record form Show me the most frequently occurring top 3 service renewal dates
2. At Corporate level Account Record form, show me the most frequent Termination Reason (Top 3 reasons) when they decide not to renew which hurts our business
Similarly we have at least 15 other Multiple Value Fields where Data has to be rolled up to the Corporate level.
Give me your best thought process with the proposal. Describe a High level approach.