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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.

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 ...