Microsoft Dynamics CRM 2013 Unleashed

Required Fields for Accounts

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 Account list view (see Figure 6.2), it is important to be descriptive here. The Owner field is prefilled with the user who created the record, so even though it is required, it will have a value by default. This can be changed to select another user in the system if desired.

FIGURE 6.2 Active Accounts with Account Name shown.

Caution

Because the Account ...