Microsoft Dynamics® CRM Training
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One of the primary focuses of xRM is helping our customers successfully deploy Microsoft Dynamics CRM for their business. Out of the box, this CRM solution is a strong, versatile platform. Through some configuration and customization, whether small or significant, it can suit the needs of just about any business in any industry. In fact, that’s where we get our company name from. We replace the “C” of customer relationship management with the variable x, as used in mathematics to represent “anything customer management”. Our goal is to help you build an instance of Dynamics CRM that matches the needs, functionality, and nomenclature of your business.
Far too often time is wasted in the requirements gathering process trying to figure out what the exact needs of the customer are because we may not be speaking the same CRM language. So this video is designed to serve two purposes: familiarize you with the Microsoft Dynamics CRM vocabulary, and in doing so help you better understand your needs of the system. With that, here are the vocabulary words covered in the video, as well as their definitions.
Module – a lens through which users can view their data
1. organizational device, such as a filing cabinet
2. highest level of the organizational structure
Entity – a type of record, or data
1. similar to a database table of a single record type
2. think a table of contacts in Excel
View – a saved query of data
1. a table of data with defined, sortable columns
2. much like a spreadsheet in Excel
3. there can be many views within an entity
Form – provides the user interface that people use to create, view, or edit entity records.
1. think of paper forms within a single folder, representing a record
2. entities can have multiple forms
3. forms can be security based
Attribute – a data item of a particular type
1. think of these as fields on a form
2. column headings on a table of data represent an attribute
3. example: Name, Address, Primary Contact fields of the Account entity
Business Process Flow – a visual representation of a process
1. a roadmap to a defined outcome
2. a series of stages and steps for your users to follow
3. commonly referred to as “workflow”
Workflow – an automated action or series of actions
1. a background process that follows defined logic in performing a series of actions
2. can be configured to run in the background or in real time
3. can start automatically based on specified conditions or can be started manually by a user
Dashboard – central hub of data
1. personalized workstation that can display up to six components
2. can be your key to making CRM truly accessible to users
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.