Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

NoteTo remove a record from a marketing list, open the customer record you want to remove from the marketing list. Onthe Actions toolbar, click More Actions, and then click Remove. In the confirmation message, click OK.TipIf you cannot locate the marketing list you want to add, you might need to create it. To do this, in the Look UpRecords dialog box, click New and then complete the form.View associated campaigns from customer recordsCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales PermissionsYou can view a list of campaigns for a customer from within the Customer Record form. When a customer recordis added to a marketing list and that marketing list is added to a campaign, the customer record is updated toreflect this association.1. In the Navigation Pane, click Sales, and then click Leads, Accounts, or Contacts, depending onwhich type of record you want to view associated campaigns for.2. In the list, open the record that you want to view.3. Under Marketing, click Campaigns to see the list of campaigns the customer is included in.Add or remove a customer relationship for an account or contactCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales PermissionsIn Microsoft Dynamics CRM, you can create relationships between one customer record and one or more otherrecords. These relationships are defined by their relationship role. The relationship that you set up is based onyour selection in the Customer Relationship dialog box. If you want to create a relationship between theaccount or contact that you are working with and another specific account or contact, make sure that you selectthat account or contact.1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.2. In the list of accounts or contacts, open the record to which you want to add a customer relationship.3. Under Details, click Relationships, and then on the Actions toolbar, click New CustomerRelationship.4. In the Customer Relationship dialog box, enter information in the following boxes:Party 1This field automatically displays the name of the customer that you opened in step 2.However, you can also click the Lookup button to search for and select a differentaccount or contact record. If you do so, the new relationship you set up will not appear in thecustomer record you originally opened.Microsoft Dynamics CRM 4.0 User’s Guide 241