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Capturing Contact Information

In Microsoft Dynamics CRM 2011, you capture contact information through the Contact form, which is separated into different sections. We are now going to look at the different sections of the Contact form.

The General Section

As introduced in Hour 2, “The Basic Vocabulary of CRM Functionality,” a contact is a specific person. A contact also has related information, such as the activities a staff person might have promised to complete for a person and the relationships that a person has with other people and companies. Depending on the industry and business, and even the country culture and rules, various levels of detail can be captured about a specific person in the Contact form in Microsoft Dynamics CRM 2011.