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

General Section

By default, Contacts have two required fields. One, on the General section, is Last Name; the other, on the Administration section, is Owner. The First Name field is a Business Recommended field, so we always recommend using it whenever possible (see Figure 6.10).

Figure 6.10 Creating a new Contact interface.

image

Parent Customer is a very important field: By populating it, you create a relationship between the Contact and the Customer. As discussed in the earlier section, “Accounts,” if you enter a value in this field (either an Account or a Contact), the Contact you’re working with shows up as either a Subcontact (if you enter a Contact ...

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