5.2. Account Configuration
In most Microsoft Dynamics CRM implementations, accounts are used to define and manage companies or organizations you interact with. Accounts can be customers in a business-to-business (B2B) model, vendors in a manufacturing environment, partners in a channel sales operation, or all three. If your implementation requires account configuration to support the business, your design and configuration decisions will impact the successful use of the entity. Several keys to account design and configuration are presented in this section, including these:
Configuring the Account entity
Parent Account relationships
5.2.1. Configuring the Account Entity
The Account entity is one of two core entities in most CRM systems; the other ...
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