Accounts are organizations that your company does business with. Contacts are people within or possibly related to those companies. You may have many contacts for one company. Leads are potential sales; opportunities are leads that have been moved through a sales process and are now ready to commit to purchase.
- [Instructor] There are five major record types…that are used in Microsoft Dynamics CRM.…Think of this as five different lists that we maintain.…There are many, many other record types,…but these are the ones that are most substantial,…and you'll want to understand what they are…and what we would store in them…and where we would look for information.…The first two record types are Accounts and Contacts.…And this is very simple, this is something…that you're going to understand intuitively.…Accounts are organizations, they're companies.…
And contacts then are people who work for…or potentially have influence over those organizations.…So we have one company that then have several contacts.…Contacts are similar to the contacts…that you would store in Microsoft Outlook…or any other contact management system,…people who you want to stay in touch with.…So you have their email addresses…and you have their Skype ID.…You have their phone numbers and physical addresses.…
You keep track of when their birthday is,…all of those types of things.…
AuthorGini von Courter
- Viewing personal and team dashboards
- Creating and qualifying leads
- Converting activities to opportunities
- Working with customer service cases
- Managing case queues
- Researching solutions
- Running and exporting reports
Skill Level Beginner
1. Dynamics CRM Data and Processes
2. Getting Started
3. Focus on My Work
4. Qualify a Lead
5. Work on an Opportunity
6. Focus on Customer Service
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