From the course: Dynamics 365 for Sales Teams
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Create contacts
[Instructor] If you're a B to C business, so a business to consumer, then you probably live and die by contacts as opposed to accounts, so I'm going to show you how to create a new contact, but then I'm going to try to steer you into accounts afterwards, so maybe for a reason that you haven't thought about. Let's go ahead and just click the quick create button up here at the top, just click on the plus sign and this is all the stuff you can create. We'll go to contact. And I'm just going to put in Alexis Fry, and of course I have no other information. Someone at example dot com. We'll click on save. So notice again that whoever creates the contact is the owner, so Alexis Fry belongs to me, and since we are dealing with an out-of-the-box instance or a fresh install, we haven't done any customization on that contact form. So your organization may have some other fields that they have, and it's all based on what they might be doing as far as a marketing campaign goes. But if you are…
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