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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
 

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