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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 3. Working with Accounts and Contacts

Chapter at a Glance

Working with Accounts and Contacts

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 and frequently ...

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