Dynamics 101: The Core Records – Leads, Contacts and Accounts

At its most basic level, Dynamics Customer Engagement is a tool that allows you to maintain a virtual Rolodex – it’s a central location where you can easily look up an Account, see all the Contacts related to that Account and if there are any potential Leads related. You get a complete picture of your relationship with an organization or person. To get the most out of Dynamics CE, we need…

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Dynamics 101: The Core Records – Leads, Contacts and Accounts

At its most basic level, Dynamics Customer Engagement is a tool that allows you to maintain a virtual Rolodex – it’s a central location where you can easily look up an Account, see all the Contacts related to that Account and if there are any potential Leads related.

Blog Syndicated with TattooedCRMGirl’s Permission

Author: Emma D’Arcy

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