View a Company Account Details

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The Discovery Center company details page allows you view account details in Dynamics 365 or CRM Online. 

Note: The option to click the company link and view company information is available in the Discovery Center’s recently viewed card, Company Details page, Similar Companies and Family Tree CRM View.

Step Description Details
1 Search for a company Follow the steps in Getting to the Discovery Center and search for a company that is added to your CRM.
2 View account Click View Account to open the account details.

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You can view account details here or use the company account view to take a deep dive on this company.

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