From the course: Microsoft Dynamics CRM: Customer Service

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Records and record types: The basics

Records and record types: The basics - Dynamics CRM Tutorial

From the course: Microsoft Dynamics CRM: Customer Service

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Records and record types: The basics

- [Instructor] One way to think about Microsoft Dynamics CRM is it's a really great database with a lot of really stunningly good workflows. So let's take a look at the database aspect here, and begin with a conversation about records and record types. A record is a complete set of information about something. For example, if you have someone fill out a membership form, and we then capture that information, it would look something like a row in an Excel table, or a SQL Server table, or an Access database table. And that is a record, a complete set of information about something. The types of something that you create and work with depend on your role in Dynamics CRM. There are a handful of core record types. For example, we have accounts and contacts that are used by almost everyone regardless of their role. If you're in sales, if you're in service, you're going to have accounts and contacts because accounts are organizations and contacts are the people who work for them. And you put…

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