Skip to Content
Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Accounts

In very general terms, users should consider Accounts as businesses or organizations. Some Accounts have many contacts associated with them (such as a normal customer that has two dozen employees with whom you have contact on some level); other Accounts have no contacts associated with them. (The Internal Revenue Service might be a good example of this.)

The Account entity can be used not only for businesses you sell to, but also for vendors you purchase from, again tracking contacts that work for the vendor.

Finally, although not generally common, another use for Accounts is to track competitors. This situation arises if you have a lot of information about competitors (such as individual employee data) or if the existing Competitor ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Microsoft Dynamics CRM 2013 Unleashed

Microsoft Dynamics CRM 2013 Unleashed

Marc Wolenik
Microsoft Dynamics® CRM 2011 Step by Step

Microsoft Dynamics® CRM 2011 Step by Step

Jim Steger Mike Snyder and Brendan Landers

Publisher Resources

ISBN: 9780132682084Purchase book