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 Online with the Add Contacts Wizard. More information: Resource Center.

Create or edit a contact

Restore ribbon controls to forms

Add an Outlook contact with the Add Contact wizard

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...