Creating a New Account or Contact in Microsoft Dynamics CRM

By Joel Scott, David Lee, Scott Weiss

Part of Microsoft Dynamics CRM 4 For Dummies Cheat Sheet

The beauty and benefit of Microsoft Dynamics CRM is that it helps you manage your customers. Hopefully, you add a few new accounts and new customers in the course of doing business. To add new people to your system, follow these steps:

  1. Within Sales, Marketing, Service, or My Workplace, select Accounts or Contacts in the navigation pane.

  2. On the window’s toolbar, click the New button.

  3. Fill in the General, Details, Administration, and Notes tabs as necessary.

  4. Click Save and Close.