Dynamics CRM application elements

Dynamics CRM in comprised of a few standard elements working together to achieve the system's functionality.

Modules

As seen earlier in this chapter, Modules are a grouping of functionalities that serve a specific business scope. The standard modules provided by Microsoft include Sales, Service, and Marketing.

The Sales module deals with all functionality needed to progress a Lead to fruition.

The Service module focuses on tracking activities related to existing customer interactions. This module focuses on caring for customers, and helps the representatives build a better relationship with existing customers.

The Marketing module deals with engaging existing and potential customers, by facilitating marketers to plan, execute, and gauge the success of campaigns engaging customers across multiple channels. This module also helps marketers quantify the success of each campaign and the impact of your marketing efforts.

Entities

Entities are containers used to...