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Microsoft Dynamics CRM - Get familiar with Contacts

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The Contact entity is a fundamental feature within Dynamics CRM. It allows organisations to track individuals that may be of interest to the business. This could cover individual customers, staff (not CRM users), suppliers, media, emergency contacts, etc. By tracking Contacts and who they work for (Accounts), plus all interactions (phone calls, tasks, emails, letters, etc.), a business can build up One View of the individual / contact. This then enables informed decisions to be made when interacting with the Contact, or targeting them for marketing campaigns. 

 
The Contact form is fully configurable to the requirements of the business, including fields, form layouts and business rules. The Contact can also be designed to capture preferences, relationships, invoice history, calendars, etc. In addition to being associated with an Account the Contact record is associated with, Opportunities, Cases, etc. and this helps to build One View of the Contact.

Get Familiar with Contact Pic 1

In Dynamics CRM the concept of having a Social Wall displayed on the contact’s profile, allows the user to view all interactions in one place. These include emails, phone calls, appointments, email marketing actions and other activity types, assisting in communicating the relationship with the contact.

Get Familiar with Contact Pic 2

In conjunction with the above, Dynamics CRM has tight integration with Microsoft Office / Outlook. This ensures that emails sent and responded to for the Contact can be tracked in Dynamics CRM. 

The following video illustrates how Contacts are used within Dynamics CRM:

For more information and assistance on Contacts from Microsoft Dynamics CRM, please Contact Us for further information or visit the Video Tutorial page. If you would like to try out Dynamics CRM, we offer a 30 day free trial.


About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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