Microsoft CRM uses the term entities to describe the record types it uses throughout the system. The concept of entities is easily one of the most important concepts to understand before you can
customize Microsoft CRM. Some people use the term objects to describe the concept of entities.
The default installation of Microsoft CRM includes almost 115 different entities for tracking and managing different types of data. We don't have the space to list all of the default entities, but some of the
More frequently used entities include:
Lead A potential customer that users can qualify or disqualify as a sales opportunity. When you qualify (convert) a Lead, Microsoft CRM can automatically create an Account, Contact, and Opportunity
Record for you.
Contact A person who interacts with your organization. Contact records might be customers, but you can also track any type of Contact, such as partners, suppliers, vendors, and so on.
Account A business or organization that interacts with your company. You can link an Account's employees as Contacts related to the Account. In addition, you can create parent and child
Relationships between Accounts to reflect divisions or departments within a single large Account.
Case A customer service problem reported by a customer that your organization wants to track and manage until it's successfully resolved.
Activity An action or follow-up item that your users must complete, such as tasks, phone calls, letters, and e-mail messages. You can link Activities to an entity to specify what the follow-up item is regarding.
Note Short text annotations that you can link to various entities throughout Microsoft CRM.
Opportunity A potential sale for your organization. After a customer decides whether he or she will purchase from your company, you can mark the Opportunity as won or lost.
Microsoft CRM uses a form to display the attributes of a single entity record. Users can view and update entity records by editing the data that appears on its form.
0 comments:
Yorum Gönder