Microsoft CRM 1.2 Applications Professional Set 1

Contacts can only have one parent Account Accounts can parent many other Accounts Accounts can have many parent Accounts Accounts can parent many Contacts

When it is modified by another user ✘ When it is assigned to another user ✘ When it is shared with another user ✘ When it is viewed by another user ✔

A blue field label indicates a business required field value ✘ A blue field label indicates a business recommended field value ✘ A blue field label indicates a system generated field value ✘ A blue field label indicates a field value that may be updated only by a system administrator ✔

Notes may be shared with other application users. ✘ Notes are always parented by another record. ✘ Sales Professional is required to use Notes and Attachments. ✘ Notes and attachments can only be added to Accounts, Contacts and Opportunities. ✔

CRM Index Alphabet Bar Options menu Quick Create View menu

Assigning ✘ Deactivating ✘ Deleting ✘ Sharing ✔

Accounts Activities Cases Opportunities

1 ✘ 3 ✘ 5 ✘ Unlimited ✔

Assigned queue ✘ Draft queue ✘ In Progress queue ✘ Public queue ✔

All Incoming e-mail Only inbound e-mail Only e-mail about a new CRM record Only e-mail about an existing CRM record