Microsoft Dynamics® CRM 2011 Step by Step

Chapter 3. Working with Accounts and Contacts

Chapter at a Glance

In this chapter, you will learn how to

• Creating an Account

• Using Parent Accounts and Sub-Accounts

• Creating a Contact

• Attaching Files to Accounts and Contacts

• Deactivating and Activating Records

• Sharing Accounts and Contacts with Other Users

• Assigning Accounts and Contacts to Other Users

• Merging Account or Contact Records

The previous chapters covered a lot of the background information about Microsoft Dynamics CRM. In this chapter, you’ll start working with customer records. Accounts and contacts are two of the most important and frequently used types of records in the system. As you learned ...