Michael Cross – Microsoft Dynamics CRM Consultant

Using Microsoft Dynamics CRM to improve your relationships with customers and increase your sales and profits.

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Entries Tagged as 'Configure'

Stick with Accounts and Contacts!

April 27th, 2007 · No Comments

Do you think that different types of organizations (e.g., customers, prospects, vendors, etc.) or people (customers, prospects, service providers, etc.) should be tracked in different entities within Microsoft CRM 3.0?
For example, should you leave customers within the Account entity, and vendors within a custom entity? Why or why not?
One reason why you should do your [...]

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Tags: Configure · Customize