Microsoft Dynamics - CRM Account and Contact Basics

The introduction of this document describes the basics of Contacts and Accounts. 

Managing Accounts

• - Click any of the top four Navigation Pane Buttons (the Account- and Contact Navigation Links are available under all of the Navigation Pane Areas.
• - Click the Accounts Navigation Link
• - Either select the Account record from the view, and click the Edit button on the ribbon, or
• - Click the New button on the ribbon.

 The Account form now loads:

• - Capture the Account information on the form, then Save the record.
• - After Saving the record, choose any of the Related records, and continue editing there if required. 

Managing Contacts

• - Click any of the top four Navigation Pane Buttons (the Account- and Contact Navigation Links are available under all of the Navigation Pane Areas.
• - Click the Contacts Navigation Link
• - Either select the Contact record from the view, and click the Edit button on the ribbon, or
• - Click the New button on the ribbon.

The Contact form now loads:

• - Capture the Contact information on the form, then Save the record.

After Saving the record, choose any of the Related records, and continue editing there if required.