Dynamics - key basic fields for accounts
Dynamics is key to CTM.
For client reporting it enables accounts to be 'grouped' with other accounts in the same country, regionally and globally.
Internally, it allows accurate financial reporting, profitability. Supports with resource management along with preferred supplier contracts and which products are in use by the client.
Every account (DK) must have a separate record in Dynamics.
Many of the key fields are a defined list which must be selected, others are free format, please review the following file for guidance on core fields: Dynamics - field examples and requirements