Apply begins with filter on the following columns:
Company Name
Email
Full Name
Mobile Phone
Apply begins with filter on the following columns:
Company Name
Email
Full Name
Mobile Phone
Uses number comparisons on the following columns:
Age
Type the company or business name.
Type an ID number or code for the account to quickly search and identify the account in system views.
Type the main phone number for this account.
Type the fax number for the account.
Type the account's website URL to get quick details about the company profile.
Choose the parent account associated with this account to show parent and child businesses in reporting and analytics.
Type the stock exchange symbol for the account to track financial performance of the company. You can click the code entered in this field to access the latest trading information from MSN Money.
Type the first line of the primary address.
Type the second line of the primary address.
Type the third line of the primary address.
Type the city for the primary address.
Type the state or province of the primary address.
Type the ZIP Code or postal code for the primary address.
Type the country or region for the primary address.
Select whether the credit for the account is on hold. This is a useful reference while addressing the invoice and accounting issues with the customer.
Select the preferred method of contact.
Select whether the account allows direct email sent from Microsoft Dynamics 365.
Information about whether to allow following email activity like opens, attachment views and link clicks for emails sent to the account.
Select whether the account allows bulk email sent through campaigns. If Do Not Allow is selected, the account can be added to marketing lists, but is excluded from email.
Select whether the account allows phone calls. If Do Not Allow is selected, the account will be excluded from phone call activities distributed in marketing campaigns.
Select whether the account allows faxes. If Do Not Allow is selected, the account will be excluded from fax activities distributed in marketing campaigns.
Select whether the account allows direct mail. If Do Not Allow is selected, the account will be excluded from letter activities distributed in marketing campaigns.
Select the account's primary industry for use in marketing segmentation and demographic analysis.
Type the Standard Industrial Classification (SIC) code that indicates the account's primary industry of business, for use in marketing segmentation and demographic analysis.
Select the account's ownership structure, such as public or private.
Type additional information to describe the account, such as an excerpt from the company's website.
Type the annual revenue for the account, used as an indicator in financial performance analysis.
Choose the local currency for the record to make sure budgets are reported in the correct currency.
Type the credit limit of the account. This is a useful reference when you address invoice and accounting issues with the customer.
Select the payment terms to indicate when the customer needs to pay the total amount.
Select a shipping method for deliveries sent to this address.
Select the freight terms for the primary address to make sure shipping orders are processed correctly.
