Skip navigation
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.

  • Overview
  • Transcript
  • View Offline
Resume Transcript Auto-Scroll
Skill Level Beginner
3h 2m
Duration
19,029
Views
Show More Show Less

Continue Assessment

You started this assessment previously and didn't complete it. You can pick up where you left off, or start over.

Start Your Free Trial Now

Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now