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Nick Scott - Dynamics CRM Consultant With BKD Technologies

The document discusses working with Dynamics CRM including accounts, contacts, activities, notes, attachments, views, and data import. It also covers accounts which represent businesses and organizations and contacts which represent people.

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Jose A Aparicio Fernandez
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© © All Rights Reserved
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Download as PPTX, PDF, TXT or read online on Scribd
24 views5 pages

Nick Scott - Dynamics CRM Consultant With BKD Technologies

The document discusses working with Dynamics CRM including accounts, contacts, activities, notes, attachments, views, and data import. It also covers accounts which represent businesses and organizations and contacts which represent people.

Uploaded by

Jose A Aparicio Fernandez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Nick Scott | Dynamics CRM Consultant with BKD Technologies

02 | Working with Dynamics CRM

Nick Scott | Dynamics CRM Consultant with BKD Technologies


Module 2: Working with Dynamics CRM
• Accounts/Contacts
• Activities, Notes & Attachments
• Yammer and Social Integration
• Views
• Data Import
Accounts & Contacts
Account Contact

• Businesses • People
• Organizations
• Groups
©2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Office, Azure, System Center, Dynamics and other product names are or may be registered trademarks and/or trademarks in the
U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft
must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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