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

Details Section

This is the most overlooked section in the Contact form, but it has great value. The Professional Information fields are invaluable when trying to develop organizational information, and the Personal Information fields are of great benefit when you need to know salient details about the Contact. The Description field is used for general information relevant to the contact that isn’t likely to change (see Figure 6.12).

Note

The Birthday field is a great excuse for customer contact. Who wouldn’t like to receive a call, e-mail, or small gift from a vendor on their birthday?

Figure 6.11 Sample Contact in CRM.

image

Figure 6.12 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