There are a lot of features within Dynamics that you can use after you have created your Account. These will help you to improve the quality of your data and the value of your using the application. Remember, the more information that you have, the more you can analyse.
Account ScreenAttach a word (any) document to the Account
Due Dilligence information
Create an additional Address
Add Notes to the Account
Indicate that a current Account may also be a competitorI
ndicate that the Account is a Key Account
Create a Contact against an Account
Identify the primary contact in an Account
Change the owner of the Account
Assign a task against an Account
Assign a meeting against an organsiation
Country Entity – Accounts
Link the Account to a parent Account that is on Dynamics
Link the Account to a parent Account that is not on Dynamics
Create the Account in local language
Opportunities and Leads
View all Beneficary Leads associated to an Account
View all Sorce of Funds Leads associated to an Account
View all Beneficary opportunities associated to an Account
View all Donor opportunities associated to an Account
Connections
In every record type in the Dynamics application we can indicate connections with other Accounts or with Crown Agents staff.
This allows us to get a ‘bigger’ picture of connections within the application and report on this information.
Create a connection to the Account
Create a connection to show a previous employee
Additional
