Accounts & Contacts Guide in Dynamics 365 📊

👋 Welcome to my channel! In this video, we'll explore the fundamentals of customer management in Dynamics 365. I’ll walk you through how to effectively work with the two primary customer records: Accounts and Contacts.
Whether you're managing B2B 💼, B2C 🛒, or Hybrid 🌐 customers, Dynamics 365 provides powerful tools to organize and track all your customer interactions.

📌 Here's what we’ll cover:

Who is a Customer? Understanding the different types of customers: B2B 💼, B2C 🛒, and Hybrid 🌐.

🏢 Accounts in Dynamics 365: Learn how to create, edit, and manage accounts, including parent-child relationships and import data efficiently using Excel template 📑.

👨‍👩‍👧‍👦 Contacts in Dynamics 365: Discover how to create and link contacts to accounts, customize contact records, and much more 📥.

🔧 We’ll also discuss features like enabling address suggestions, creating activities within the timeline, the different tabs available to help you navigate effectively.

Don’t forget to like 👍, subscribe 🔴, and hit the 🔔 icon to stay updated on all my latest Dynamics 365 tutorials! If you found this video helpful, please share it with your network 🌍.

Let’s grow the Dynamics 365 community together 👨‍👩‍👧‍👦

#account #contact #dynamics365 #customer #dynamics365sales #business #google #microsoftdynamics365businesscentral #google

[XproZee]

Nice video..
Animations are also good they help understanding more clear.