Manage accounts, contacts, leads, and opportunities in Dynamics 365 for phones and tablets

Applies to Dynamics 365 (online), version 8.x

Types of records

As a sales professional, you’ll be working a lot with the following types of records:

  • Accounts Account records contain information about the companies you do business with.

  • Contacts Contact records contain information about the people you know and work with. Usually, multiple contacts are associated with one account. Contacts could include people responsible for making purchasing decisions, people in charge of paying invoices, support technicians, or anyone you work with at the company.

  • Leads Leads are potential sales, and you or your company can get leads from many different sources. For example, you can generate sales leads from marketing campaigns, inquiries from your website, mailing lists, social media posts, or in person at a trade convention.

  • Opportunities When you qualify a lead, it becomes an opportunity, or a deal that you’re getting ready to close.

Create or edit stakeholders or sales team members

  1. In Stakeholders or Sales Team for a lead or opportunity, tap the New Item button +.

  2. Enter a contact name to look up in the drop-down menu that appears.

  3. Select from the contacts that appear, or, if it’s a new contact, tap the Add button and complete the information in the form.

  4. Select a role for the contact.

    Stakeholders and sales team lists

Privacy notice

By enabling the User Content and Location setting, you allow your Dynamics 365 or Microsoft Dynamics CRM administrator and system customizers to access precise location data and files on your mobile device. The administrator or customizer may choose to send the information to Dynamics 365, Dynamics CRM, and/or other services at their discretion. You can subsequently disable this functionality by disabling the User Content and Location setting. Note that this setting does not impact the privacy settings specified in the mobile device operating system.

See also

Dynamics 365 for Phones and Tablets User's Guide