Understanding and managing accounts

If you’re only working with private customers, you most likely won’t have much need for accounts. However, you might want to use them to register information about your partner companies or suppliers. If you’re working with companies, then it’s crucial to register the correct information about your accounts. Let’s take a closer look at how Microsoft defines accounts in Dynamics 365 Marketing, how to create an account, and how it looks out of the box.

Defining accounts

Your accounts are all the companies in your system. These can be your customers, business associates, companies you work together with, or your suppliers. Even businesses that purely work in the business-to-consumer (B2C) market might need to create accounts. If you do business-to-business (B2B) marketing, your focus area will be accounts, as this is a very important table in your system.

Creating an account

As we’ve done with contacts...