Microsoft Dynamics® CRM 4.0 Step by Step

Chapter 3. Working with Accounts and Contacts

Chapter at a Glance

In this chapter, you will learn to:
✓	Create an account.
✓	Link accounts to sub-accounts.
✓	Create a contact.
✓	Create links between accounts and contacts.
✓	Create additional relationships between accounts and contacts.
✓	Attach files to accounts and contacts.
✓	Share accounts and contacts with other users.
✓	Assign accounts and contacts to other users.
✓	Merge account or contact records.

The previous chapters covered a lot of the background information about Microsoft Dynamics CRM. In this chapter, you’ll start working with customer records. Accounts and contacts are two of the most important ...