Breaking news from around the world
Get the Bing + MSN extension
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
I would like to understand how CRM entities work in real world.
Like, how the business modules are mapped with CRM modules/entities while implementing a project for any business domain?Can someone please share some real world examples/case study documents to me?
I believe you are aware about all MS CRM modules before starting with development.
Let consider example of computer hardware sale:
in above case, if you want to sale your products (computer hardware) you will get questions like
1. To whom
Now lets consider that you are having number of customers those are already your customers and some of the customers are new those who want to buy products.
So, here sales process start with lead info(unprocessed data) and will end with invoice(this is nothing but bill payment received from user)
basically in CRM there are few entities that we can use as it is to process for direct business use where as few entities we need to create depend on requirement.
1. Lead - Unprocessed data of customer
2. Opportunity - Qualified data of customer
3. Account - Customer details
4. Contact - Customer contact details
5. Quote - in general term its quotation
6. Order - Orders from customer
7. Products - What kind of product user required
8. Invoice: Bill received from customer.
Here, I've tried to explain you sales module entities that we can use in real scenarios
Business Applications communities