Work with Contacts

Contacts are people who represent customers or potential customers, or someone related to an account A company that might do business with your organization.. You can bulk add Microsoft Office Outlook contacts into Microsoft Dynamics CRM with the Add Contacts Wizard. More information: Resource Center.

Create or edit a contact

Restore ribbon controls to forms

Associate an opportunity with an account or contact

Use the History pane

Set customer preferences for a service activity

Add or remove a customer record in a marketing list

View associated campaigns from customer records

Add or remove a customer relationship for an account or contact

Deactivate or activate an account or contact

Create a quick campaign

Default sales reports

What else can I do? More tasks...