Wednesday, March 21, 2012

Microsoft Dynamics

Microsoft Dynamics seems to be Microsoft's SalesForce.com. I got a free trial this morning.

It was pretty easy to add an Account at the Accounts link seen at the left nav of the main interface and to add a Contact at the Contacts link found in the same place. To associate a contact I made with an account I made, I went to Accounts, opened the account I had created, clicked in the Contacts subsection within the account CRUD screen to make the top nav have contract-related controls, and then used the "Add Existing Contact" button to make the association.

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