Learn the CRM Terms You Need to Know to Become a Process Flow Pro!
Are you new to the CRM morpheme scheme and looking to learn the language? Perfect your dialect? Enhance your parlance? Enact some spectacular CRM vernacular?
Then look no further!
Welcome to CRM 101
This month, Professor Mariam walks you through some that will help you get the most out of your Microsoft Dynamics 365 for Sales implementation. You’ll learn the lingo you need to know to go from pupil to pro, including:
- LEADS and OPPORTUNITIES, and the important differences between them.
- CASES, and how they can help you identify and track account-specific issues to keep your customers happy.
- GRIDS, and how they help you manage customer and sales information in Dynamics 365.
- BUSINESS PROCESS FLOWS, and how they enable you to optimize and standardize sales tracks for your team.
for the CRM 101 term treatment and have some philological fun!
Enjoyed CRM 101?
Then like the video and make us feel warm and fuzzy about all those hours spent exploring CRM systems and poring over thesauruses. And don’t forget to click “Subscribe” beneath the video so you never miss out on any of our great Microsoft Dynamics 365 CRM video content or on Azamba! - put our yt channel
Want more tips for CRM terms?
You’re ready to move beyond the basics, and we’re happy to help! For a deeper dive beneath the CRM buzzword iceberg, for a more advanced course that will get you in the know on all sorts of additional CRM lingo.
What’s the word?
Dig some of our definitions? Still jonesing for more jargon? Got some overlooked slang to sling? Let us know in the comments! We can do the parlance dance all day…
For specific questions, or to find out whether CRM is a good fit for your business, contact us!
Ready to Transform Your Business?
Don’t make the same mistake hundreds of other businesses make when implementing CRM. Taking a simple, focused approach can save you thousands and help you get a fast ROI.
If you’re ready to transform your business with CRM, book a FREE discovery call today and learn about the best practices to stop you from wasting your valuable time and money.
Book a free call today!
Author credit: Miriam Florio, Azamba
"Great read! Sometimes the biggest challenge is just understanding the basic CRM terms, and this post explains them really well. It’s perfect for beginners who are new to Dynamics 365. Looking forward to more content like this that breaks down complex tools into simple language."
Thank you for reading Ganapathi! Understanding the basics is so important, especially for a topic like CRM. Without a firm understanding, you can lose context fast.
If you're interested in learning more about CRM terms, we just published another article where we talk about more jargon and definitions!
Read all about it here: https://www.crmsoftwareblog.com/2025/08/crm-101-more-basic-crm-terms/
Let us know what other topics you'd like to see covered in the future!
You explained the CRM terms in a very simple and clear way. It’s really helpful for beginners like me who are learning Dynamics 365. Thanks for sharing this useful information.
Thanks for the kind remarks Sindhu! We're happy that you found this article useful.
We just published another article talking about more CRM terms, you can check it out here: https://www.crmsoftwareblog.com/2025/08/crm-101-more-basic-crm-terms/
What other Dynamics 365 topics would you like to see covered? Let us know, and we may do an article or video on it in the future!
Great article, Miriam! I really enjoyed how simply you explained the key CRM terms—it makes it easy for anyone to follow.
I completely agree that understanding concepts like leads, opportunities, and business process flows is essential for making the most out of any CRM system.
At TechForce Services, we work with Salesforce, and while we use tools like Path and Flow for multi-stage processes, I sometimes find it tricky to customize them for complex sales cycles.
Could you share how Dynamics 365 handles multi-stage business process flows, and if it allows flexibility similar to Salesforce?
Thanks again for the great insights and looking forward to your future content!
Thanks for the great question. We'll create an article to address that - it is very flexible and adapts to context or user-specified need.
If you want more information in the meantime, please connect with us on LinkedIn: