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Records: The basics: Microsoft Dynamics CRM Essential Training
Records: The basics: Microsoft Dynamics CRM Essential Training

A record is a complete set of information: for example, all the information about a customer. There are many types of records in Microsoft Dynamics CRM. There are five "core" record types, but two, accounts and customers, are used in most work areas. The other three are leads and opportunities, used in sales, and cases used in customer service.

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Skill Level Beginner
3h 2m
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