Thanks for the response! Appreciated. For some context the company is B2C and "Accounts" are generally families. I think i want it as Account -> Contact because there can be more than one person on record for each family (ex: two people on credit reference or paying). Not all people coming into the CRM will have this data. So i do think it needs to be assigned to a Lead then copied into a customer as many of the inbound leads will be asked to provide this info, and existing customers also have this info attached to them. Follow up: Is there a hierarchy in the entities? Example is a CUSTOMER and a LEAD both a "CONTACT" ? Or is Account the base type? just trying to understand the data relationships in CRM. If i was building this from scratch in a DB environment i'd make some kind of base type and derive others from that so i am just curious to know if that kind of thing is also in Dynamics.
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