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Should I create a new entity for instrument serial number?

admin by admin
August 6, 2022
in News


My company sells customized instruments and each of them has serial number. Support department looks up company’s eligibility for support using the serial number. They also need to know set of people that are working on the instrument to know who’s the best person to contact regarding support case, so the person that was buying the instrument is not necessarily the one who will be working with the instrument. They also need to know which office/distributor has sold an instrument.

Right now I have Account lookup field inside the Account for Distributors and Serial number field where they list serial numbers separated by commas if the company has purchased multiple instruments. I am thinking if I need to create an instrument entity that would be connected to account, case, contact:

 

or should it remain as it is now?:



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Tags: casesentityMicrosoft Dynamics CRM Onlinenew entitySalesserial numberSystem Administrator
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