Page 10 - CRM Document rev2 I have NO clue

Account Information
Fundamental to the use of Dynamics 365 and is the necessity of storing basic contact information
such as the address, phone, and website for the organization.

Key fields on the account include:
Account Name
The name of the organization as you would search for it. The account name also shows when
relating other records to the account such as the regarding field on activities and the parent account
on contacts.

Account Code is automatically populated from Sopic/EBP. If the account is not in Sopic/EBP, this
field will be blank.

CRM Account Number
Unique id to each account in Dynamics

Market, Market Currency, Country ISO-Code are all Required fields on the Account form
For Newly created accounts by user:
Market Currency will auto populate according to personal settings of user
User must select applicable Market, then Country ISO-Code will auto-populate.

Customer Service Team is used mainly for the Contact Center. When a call comes in trough the
contact center, this field is referenced by the system to route the customer call to proper customer
service team. This field is automatically populated by rules based on Market and region.

Parent Account In Dynamics CRM it is possible to create a graphical hierarchy of accounts – parent /
child view. This is done by using the Parent Account field in the account record.
Select the parent account in the field by searching for the name.
It is only a graphical view of the parent child relationship and is only valid for Dynamics CRM. It is not
connected to SOPIC, SAP or Global Customer Master

Customer Lifecycle is an auto-populated field based on transactions.

Customer Group defines he type of customer - Non-Buying or Buying
Prospect
This is the account group set to a new customer when first created in the system. A prospect is
only found in Dynamics CRM.

Qualified Prospect

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