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Account and contact records
store much of the information

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that you and your teams
collect from your customers.

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You store data about
companies you do business with

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and accounts, similar to
Microsoft Office, Outlook,

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or other email programmes you
store data about the people you

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know and work with and contacts.

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Usually an account has more than
one contact associated with it.

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Especially when you're
working with large companies

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with many departments
or locations,

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you can deal with several
people to manage the account.

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If you work mostly
with other companies,

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you'll probably want to use
accounts to keep track of them.

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You track details about
your business dealings

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to include activities,
stakeholders, decision-makers,

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and also track things such as
open service cases or pending

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sales opportunities.

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An account typically represents
a company or an organisation.

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It could be thought of as
a vendor, business partner,

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organisation, distributor,
or even a reseller.

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Keep in mind that some
organisations may use

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the account record to
represent a family unit.

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For example, the Smith
family could then

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have various members
of the family added

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as contacts to the account.

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Contacts are used to store
data and activities associated

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to the individual person.

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An organisation using accounts
within Microsoft Dynamics 365

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might decide to associate
with one or more contacts with

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an account.

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For example, if Microsoft where
an account within the Microsoft

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Dynamics 365 system,
then the contacts

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might include Sacha
Andela and James Phillips.

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If your business is
consumer-focused,

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then here, you want to
track similar details

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that we just spoke about
for the account record,

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tracking details about
your business dealings

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and include activities,
stakeholders,

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and decision-makers,
and also track

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things such as open service
cases or pending sales

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opportunities.

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