Microsoft Dynamics CRM - Accounts and Contacts

An entity is used to model and manage business data in CRM. Contacts, Cases, Accounts, Leads, Opportunities, Activities, etc. are all entities which hold data records. Conceptually, a CRM entity is equivalent to a database table. Leads, Opportunities, Contacts and Accounts are entities in CRM.

1. Accounts: Accounts are organizations with which user has a relationship. Accounts can also contain other types of records including prospects, vendors, business partners, and other organizations that interact with user’s organization.

Key fields on the account include Account Name (name of the organization), Contact Info (basic contact information such as the address, phone, and website for the organization), Parent Account (primary person user is working with at this account), Sub-grids (show related entities to the account) and Details (profile information necessary for anyone who is talking with the organization).

2. Contacts: Contacts are individual people with whom user has a relationship. Often contacts are related to an account, but certain organizations and businesses may serve or sell to individual consumers, and so most of the contacts will not be under accounts.

Key data elements of a contact include Name (automatically generated from a combination of First Name and Last Name), Parent Account (indicates the organization and location where this contact is located), Role (indicate the role the contact has within an organization), Contact Info (basic contact information such as address, phone number, etc.), Segmenting Info (additional information to the contact that allows user to segment them for broadcast communication and event invites) and Communication Preferences (designate how the individual prefers to be contacted and whether they will allow phone calls, email, and bulk email).

Relationship between the account and contact:

The relationship between the account and contact records is one-to-many, such that there can be many contacts associated with a single account. The account relationship to contact is a parental relationship. When the account owner changes, the contact owner changes as well. For more complex relationships, user needs to use Connections to relate accounts and contacts together. The contact fields are also mapped from the account so if user creates a contact from an account record, the account address and phone will map to the contact.

Posted: Mar 24, 2018,
Categories: Usability,
Comments: 0,
Author: Urish Arora
Rate this article:

Urish AroraUrish Arora

Other posts by Urish Arora

, Contact author

Please login or register to post comments.




Subscribe to our blog

«November 2019»

  • Featured Posts
  • Recent Posts
  • Recent Comments
Dynamics365Authority is a community platform for Professionals and Students to contribute or share their knowledge and skills on Microsoft Dynamics 365 Technologies. Our primary goal is to invite professionals on Dynamics 365 technology across the world to contribute & share their knowledge and skills through their blogs so that we can help other developers.
Stay updated with Dynamics 365 technology. Improve skills and knowledge from our blogs, articles and code snippets. Learn it. Follow professionals and learn from them.
Unified Service Desk Book(Online Edition) 


Stay connected with us on our social media channels for latest articles, blogs posts etc.  We will keep updating regularly on our social media platform and web platform.


Follow us on Facebook



View all our tweets



Join us now



View our blogs



Latest Blog

Posted: Jun 20, 2019

Overview - Appendix (Unified Service Desk)

This blog is about Appendix

Read more
Posted: Jun 20, 2019

Overview - Troubleshoot and Debug (Unified Service Desk)

This blog is about Troubleshoot and Debug in Unified Service Desk

Read more
Posted: Jun 20, 2019

Overview - Performance (Unified Service Desk)

This blog is about the Performance in Unified Service Desk

Read more


Dynamics 365 - Search the library for "Dynamics 365"

  What's New in Dynamics 365

  Dynamics 365 Documentation


  Sign-up for 30 days trial



Recent comments


Nice blog. Very helpful to get all references to white papers at one place.

Previous Next

About Us

Here comes the Dynamics 365 Authority - Great technical blog posts are hidden gems. They are hard to find simply because not enough of us write them in the first place. Yet technical blogging is one of the best things we can do not only for ourselves, but also as members of the wider community of developers.

Dynamics 365 Authority leverages this platform to help developers and users to move from traditional paper-based process to modern digital business process. helps your business grow, evolve and transform. is your Digital Transformation Partner

Recent Posts

Overview - Appendix (Unified Service Desk)

This blog is about Appendix
  • 244
  • Article rating: 5.0

Overview - Troubleshoot and Debug (Unified Service Desk)

This blog is about Troubleshoot and Debug in Unified Service Desk
  • 372
  • Article rating: 5.0

Get in touch

Follow Us


Tag cloud: with Urish Arora;; Sales; Leading community site on MS Dynamics 365; Dynamics 365 Authority; Service;Top CRM Blogs; Urish Arora - Australia's leading expert on Digital Transformation;  Digital Transformation; Field Service;Top Articles on MS Dynamics CRM Relationship Insights; Office 365 Security Compliance; Project Service; Microsoft Dynamics 365 for Sales; Relevance Search; Goal Metrics; Activities and Case; Sales Literature;Knowledge Management;

Terms Of UsePrivacy StatementCopyright 2019 by Dynamics365Authority
Back To Top