Disney World . . . let that sink in. What words come to your mind when you hear Disney World? Many people associate magic, moments, memories, crowds and expense. I think marketing powerhouse. I just returned from a family trip to Disney World and the Bahamas via a Disney cruise.
Below are three quick things to consider when using Notes in Microsoft Dynamics CRM. Notes are available on both the Contact and Account level in CRM.
Although Notes are available at both the Contact and at the Account level in Microsoft CRM, it is important to remember that notes entered at the Contact level do not natively appear at, or roll up to, the Account level.