September 2011
Intermediate to advanced
1008 pages
24h 27m
English
Content preview from Microsoft Dynamics CRM 2011 Unleashed
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Contacts
Contacts are typically individuals that either are customers or are in some way related to an account. Although they aren’t required to have a relationship with an account, they often do. An example of a contact without a relationship to an account is someone like the mailman, who you want to keep in the system so that all the employees can get information about him (such as his name or birth date; everyone should wish the mailman happy birthday!), but there might not be reason to have the United States Post Office as an account just for the mailman.
When creating/adding new contacts to the system, there are generally easy methods:
• Navigating to Contacts on the left navigation pane (either in Workplace, Sales, Marketing or Service ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.