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