Work with accounts and contacts in Customer Engagement apps

Applies to Dynamics 365 (online), version 9.x

Account and contact records store much of the information that you and your team collect from your customers. You store data about companies you do business with in accounts. Similar to Microsoft Office Outlook or other email programs, you store data about the people you know and work with in contacts.

Usually, an account has more than one contact associated with it, especially when you’re working with a larger company with many departments or locations and you deal with several people to manage the account.

Create or edit an account

If you work mostly with other companies, you’ll probably want to use accounts to keep track of them. Learn how to import accounts: Import accounts, leads, or other data

You can also use accounts to keep track of any vendors you do business with.

Create an account

  1. Go to Sales > Accounts.

  2. Choose New.

  3. Fill in your information. Use the handy tooltips as a guide.

  4. Select Save.

Edit an account

  1. Go to Sales > Accounts.

  2. Open the account and change the information that you want.

  3. Select Save.

Create or edit a contact

Use contacts to keep track of the people you do business with. Learn how to import contacts: Import contacts

View a contact

  1. Go to Contacts.

  2. You’ll see a list of your active contacts. You may need to scroll to see the whole list.

    Tip

    It’s easy to get back to the customer data you were working with most recently. On the nav bar, next to Contacts, choose User profile security option More Options button. Choose a name, and then get right back to what you were doing.

  3. Click or tap a person’s name to see the details for the contact.

Create a contact

  1. Go to Contacts.

  2. Choose New.

  3. Fill in your information. Use the handy tooltips as a guide.

  4. Select Save.

Edit a contact

  1. Go to Contacts.

  2. Open the contact and change the information that you want.

  3. Select Save.

See also

Find your way around Dynamics 365 Import accounts, leads, or other data
Import contacts
Deactivate or activate an account or contact
Quick create--Enter new contacts (or other data)--fast!
Keep track of notes, tasks, calls, or email with activities
Stay up-to-date with customer news with the activity feed
Assign a record to a user or team
Run a report