You can view an executive as a contact or lead. You can also view multiple contacts when you select them in the List Build results page.
If an executive is added either as a contact or lead, when you click the Name hyperlink it will redirect you to respective entity page.
Here is how you can view contact details:
|1||Go to Find Contacts or List Build||Follow the steps in the Getting to the Find Contacts page or Getting to the List Build section to open any of the company or contact grid.
Note: In this article, the Find Contacts page is used as an example to show how to view an executive as a contact or lead and the List Build page to view a contact in the Dynamics 365.
|2||Select an executive||Go to the Find Contacts page and select an executive who is added as a contact and lead in the CRM.
|3||View details on Insights contact grid||Click the Name hyperlink to view the Contact and Lead summary details.
|4||View details in CRM||Click the respective Name hyperlink in the popup to view the Contact or Lead details in the CRM.
|5||View Contacts through List Build grid page||To view a contact details in the CRM, go to the List Build Grid page, select the People tab.
If a contact is added to your CRM, then you can select that contact and view that particular contact’s information either in CRM view or in the List Build view.
If a contact is not added to the CRM, then when you click the Name hyperlink you will be able view contact in the List Build page itself.