Account Data

Account data is divided up into a number of different sections. Let’s take a look at each of them.

The General Section

The General section of the Account form is shown in Figure 7.5. This section contains specific fields that are worth a closer look. These include Parent Account, Primary Contact, Relationship, and Address Phone Number.

Figure 7.5. General section data fields of particular interest.

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When it comes to data fields on the Account form, including the General section, a few require a good explanation. The first field in the General section that needs explanation is Primary Contact. In Microsoft Dynamics CRM, you can have ...

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