Sams Teach Yourself Microsoft® Dynamics CRM 4 in 24 Hours

Hour 7. The Account in More Detail

What You’ll Learn in This Hour:

• Account Form

• How the Account Relates to Other Entities (Record Types)

• What the Account Can Impact

• How the Account Can Be Redefined

In this hour, you will master the consistent structure throughout the application for data capture through the use of the data entry form. Additionally, you learn the pieces of the form that offer options for more usability and the areas of a form that connect to related data.

Account Form

Figure 7.1 shows the initial Account form. This is what you will see when you create a new Account.

Figure 7.1 The Account form.

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