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Microsoft Dynamics CRM 2013 Unleashed
book

Microsoft Dynamics CRM 2013 Unleashed

by Marc Wolenik
April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Sams
Content preview from Microsoft Dynamics CRM 2013 Unleashed

Contacts

Contacts are usually individuals that are either customers or 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 a 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:

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Publisher Resources

ISBN: 9780133518368Purchase book