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Records and record types: The basics

Records and record types: The basics: Microsoft Dynamics CRM: Customer Service
Records and record types: The basics: Microsoft Dynamics CRM: Customer Service

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 several core record types, but accounts and contacts are used in most work areas. The Sales process focuses on leads and opportunities. Cases and queues are central to the customer service process. Customer communications are captured in activities in all work areas.

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Skill Level Beginner
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