Microsoft Dynamics CRM Terms You Should Know: Glossary Part 2

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This is a continuation of “Microsoft Dynamics CRM Terms You Should Know: Glossary Part 1”.  Hopefully it will  serve as a useful guide for those who want a deeper understanding of the feature-rich, user-friendly CRM software. These are a few terms you should know and understand when you use Microsoft Dynamics CRM.

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.

By CAL Business Solutions, Connecticut Microsoft Dynamics Partner

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