Key Points

  • You can create accounts and contacts by clicking the New button in the grid toolbar or by using the New Record option in the application menu bar.

  • You can link multiple accounts by specifying one account as the parent account, which automatically makes the other a sub-account.

  • Each account can have only one parent account, but accounts can have as many sub-accounts as you need.

  • You can use customer relationships to create additional links between accounts and contacts.

  • Microsoft Dynamics CRM allows you to upload file attachments to many records, such as accounts and contacts.

  • Sharing accounts with other users or teams allows you to grant security privileges to groups that might not otherwise have access.

  • Most records in Microsoft Dynamics CRM, such as accounts and contacts, have a single user as the record owner. Record ownership helps determine security settings. You can change record owners by assigning the record to a different user.

  • You can use the Merge tool to consolidate duplicate records into a single record while preserving the history of both records.

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