O'Reilly logo

Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Capturing Contact Information

In Microsoft Dynamics CRM 2011, you capture contact information through the Contact form, which is separated into different sections. We are now going to look at the different sections of the Contact form.

The General Section

As introduced in Hour 2, “The Basic Vocabulary of CRM Functionality,” a contact is a specific person. A contact also has related information, such as the activities a staff person might have promised to complete for a person and the relationships that a person has with other people and companies. Depending on the industry and business, and even the country culture and rules, various levels of detail can be captured about a specific person in the Contact form in Microsoft Dynamics CRM 2011.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required