Chapter 7. Common Functions

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Microsoft Dynamics CRM has a number of common features. By “common,” we mean that, when working with most of the entities, they have the same functionality included in this chapter.

As an example, Accounts, Contacts, Leads, Opportunities, and Cases all have functionality on their main form that includes the following:

Because they are so similar (regardless of which entity you’re working with), we have grouped these functions in this chapter to consolidate the description of their functionality.

The ...

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