Microsoft Dynamics CRM 2011 Unleashed

General Area

When working with Accounts, only two fields are required by default: Account Name and Owner. (However, you can easily customize the form to make other fields required if your business needs require it.) Because the Account Name is the first field shown on the default quick find view (see Figure 6.2), it is important to be descriptive here.

Figure 6.2 Active Accounts with Account Name shown.

Caution

Because the Account Name field has no built-in functionality to avoid duplicates, be sure to add a Duplicate Detection Rule on Account Name if you have concerns about duplicates here. See Figure 6.3 for an example of a duplicate detection ...