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You're reading from  Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

Product typeBook
Published inDec 2022
PublisherPackt
ISBN-139781803234601
Edition1st Edition
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Author (1)
Malin Martnes
Malin Martnes
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Malin Martnes

Malin Martnes is the CEO of MaCoTra AS, a company focusing on Dynamics 365 and the Microsoft Power Platform. Malin has been working with Microsoft technology for 10 years, but before that, she got a degree in marketing and has had this subject as an interest for many years. Microsoft awarded her with the title of Most Valuable Professional in 2019 and has re-awarded her every year since. Microsoft Most Valuable Professional (MVP) is an award for individuals who have exhibited exceptional technical expertise and a talent for sharing knowledge within their technical community.
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Understanding and managing accounts

If you’re only working with private customers, you most likely won’t have much need for accounts. However, you might want to use them to register information about your partner companies or suppliers. If you’re working with companies, then it’s crucial to register the correct information about your accounts. Let’s take a closer look at how Microsoft defines accounts in Dynamics 365 Marketing, how to create an account, and how it looks out of the box.

Defining accounts

Your accounts are all the companies in your system. These can be your customers, business associates, companies you work together with, or your suppliers. Even businesses that purely work in the business-to-consumer (B2C) market might need to create accounts. If you do business-to-business (B2B) marketing, your focus area will be accounts, as this is a very important table in your system.

Creating an account

As we’ve done with contacts...

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Becoming a Microsoft Dynamics 365 Marketing Functional Consultant
Published in: Dec 2022Publisher: PacktISBN-13: 9781803234601

Author (1)

author image
Malin Martnes

Malin Martnes is the CEO of MaCoTra AS, a company focusing on Dynamics 365 and the Microsoft Power Platform. Malin has been working with Microsoft technology for 10 years, but before that, she got a degree in marketing and has had this subject as an interest for many years. Microsoft awarded her with the title of Most Valuable Professional in 2019 and has re-awarded her every year since. Microsoft Most Valuable Professional (MVP) is an award for individuals who have exhibited exceptional technical expertise and a talent for sharing knowledge within their technical community.
Read more about Malin Martnes