Account Planner is an interactive, visual representation of everything you need to know to make strategic decisions.
A visual, single page app that lets you -
Please note that Account Planner by DemandFarm only works with MS Dynamics 365 (API V8.2) and above. Older versions of MS Dynamics CRM are not supported.
Also, to install this application, you will one of require Global Administrator, System Administrator or System Customizer access. Please refer the Installation Guide for further details.
If you require technical assistance with the installation, application usage or have feedback for us, please write to firstname.lastname@example.org.
To reach our sales team or for any other assistance, please write to email@example.com or call us on +1 (415) 735-3143.