Microsoft Dynamics CRM is very easy to use, flexible, and those familiar with the interfaces found in other Microsoft products will not have trouble jumping in and getting started. Nevertheless, to truly harness the power of Dynamics CRM, it helps to know some of the terminology.
Below are 11 basic terms that are important to know and understand when you use Microsoft Dynamics CRM from CRM Software Blog. While the list is not exhaustive, this basic terminology should help you get started!
1. Access right – In Dynamics CRM, you can assign permissions or rights to users to perform certain tasks on specific records or entity instances. Some of the rights include read, write, share, delete, and append.
2. Child business unit – When a business unit sits directly under another business unit, it is referred to as a child business unit
3. Entity – This can be any data that is represented by a noun that manages data for an application. An employee, customer, and order are all entities.
4. Fiscal period – A division of a fiscal year that you use on your financial statements is a fiscal period. You may have fiscal periods for days, weeks, months, quarters, or years.
5. Logical operator – This tool serves as a connector between two words or expressions in a query. When searching, it shows the relationship between the expressions. The primary logical operators are the boolean words AND, OR, and NOT.
6. Parent – When looking at a hierarchy of entities, the parent is the device, function, or process that controls the components below it. Any settings or actions applied to a parent will affect the child components beneath it in the hierarchy.
7. Customization – You are likely familiar with the term “customization” already. In Microsoft Dynamics CRM, users have the ability to customize attributes, forms, views, and entities without difficult workarounds or IT hacks.
8. Deployment – “Installation” is the introduction of software onto a single machine. “Deployment” refers to an implementation of the software throughout an entire organization. This may involve more than just the technical installation process, as it often includes configuration, customization, and possibly importing of data from previous systems.
9. Event – When something significant happens in the Dynamics CRM system, relevant users will receive a notification. This occurrence is called an “event”. These events ensure that the appropriate people know when action has been taken or is needed.
10. Filtered view – Rather than dumping all data on a user when he or she may only need particular information, “filtered view” gives you the option to limit the data users can see when they make reports or export data from the database into a Microsoft Excel file.
11. Incident (case) – Unlike an event, which is generally benign, an incident is a problem or service issue that requires the attention of a customer service representative. After the customer reports a problem, customer service can review the incident and then find a resolution.
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