Microsoft Dynamics CRM is very intuitive. Especially for those users who truly require an Account-centric CRM database. In this blog, we hope to provide a few little known tips on how to work with Accounts.
Creating, Editing and Deleting Accounts
- There are several ways to create an Account. You can select the New button located on the Actions toolbar. You can also select Account on the New Record menu.
- You can also open the Quick Create and select Go. Enter the name of the Account/Company and select Save.
- To share this record with other users, you can double-click the account in the list. Then go to the Actions menu and select “Sharing”.
- If the company you are dealing with is very large, you can create divisions (aka sub-accounts).
- To view existing sub-accounts, simply go to the Sub-Accounts option.
- To edit an existing account, select the Sales icon on the Navigation Bar, then select Accounts.
- Remember, you might have access to view an Account but you might not have permission to edit the Account.
- You can deactivate an Account if it is no longer needed. We have discovered that this is a better option to deleting the Account. you are still able to search for inactive Accounts by selecting the Inactive Accounts option within your Account views.
Searching for Accounts
- To find a specific account, you can manually search. But it might be easier to use the Advanced Find feature on the upper right.
- You can also select a letter on the Alphabet bar on the bottom of the screen.
For further Microsoft CRM training, please contact us or refer to our Resource Center. If you need more details regarding practical user options within Microsoft Dynamics CRM or in comparison with ACT by Sage, SugarCRM, SalesLogix, or Salesforce.com, please let us know. We would love to help clarify these differences and empower you to choose the proper web CRM software or on-premise CRM system.
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