Page 9 - CRM Document rev2 I have NO clue

• Account

Accounts are organizations with which you have a relationship. Since Microsoft Dynamics 365 is a
customer relationship management solution, this is where customers would reside in your database.

The Account Card is broken out into different sections (Tabs) which enables related information to be
grouped together.

Sub-grids
Within these sections, there are several sub-grids to show related entities to the account. This
serves as an overview of what’s currently happening with this account. On some of the grids, you
can use the plus sign icon to create a new item quickly that will have the associated account
information already filled out. The sub-grids are:

• Key Account Customer

• Machining Summary

• Account Industry Segments

• Sales Yearly Figures

• Contacts

• Recent Cases

• Recent Sales Pipeline

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