We are investigating the use of Dynamics CRM in a Law firm. First we want to keep it as simple as possible. We want to create Accounts and contacts, which is very straight forward. At this point we do not want to go through a complete sales process but we want to create a (what we call) "Matter" for this contact (for example "Jack vs Diane - 123456"). To this "Matter" we add some "metadata" (name of lawyer, etc, etc). For the moment this is all. De "matters" are linked to a separate financial system and dms where the actual Matters/files/sets (how you call it) are made.
So when I try to translate to Dynamics CRM.
-First create an account with contacts
-Directly create a matter (empty salesorder?, no products, pricelists, etc, etc)
Does anyone have a direction to go? Or done this before? Or any other help/suggestions?
Thanks, Mike