Sometimes we need to create records in Dynamics 365 (D365) about companies with whom we do business. In that case, you could create an Account.
Every Account has an Account Type:
- Pastoral Charge
- Regional Council
- General Council
- Unaffiliated Organization
The first 5 Account Types are created by the Statistics team at General Council Office ( GCO).
However, other people, such as Regional Council Admins, Refugee team, or others, can create Unaffiliated Organizations.
When you create an Account , it will default to Account Type = Unaffiliated Organization.
To create an Account you must have a D365 license that allows you to create Accounts. If you have any questions about whether you have the correct license, please contact us.