Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours

Entering Data: The Account Form

Figure 7.1 shows the initial Account form. This is what you will see when you create a new Account.

Figure 7.1. The Account form.

The details on an Account form include common information, such as address and telephone numbers, and also some very specific industry or audience niche information. Figure 7.1 shows an example, but let’s dive into more detail.

The Account form is built with a number of different building blocks, all of which offer different options. Forms such as the Account form appear in their own window, and you can open many forms at once. This ability to open many forms at once is a difference ...