Dynamics 365 Customer Engagement (CRM) Training Series: Understanding CRM Terminologies

This video lecture trying to give you an overview of the basic Dynamics Customer Engagement (CRM) terminologies. To understand Customer Engagement (CRM) concepts it is necessary to understand the basic terminologies that Dynamics Customer Engagement(CRM) uses.


Also read: Intro To Customizing Dynamics 365 Customer Engagement (CRM)

Basic Dynamics Customer Engagement (CRM) Terminologies:

  • Closed-loop Marketing
  • Sales cycle, Sales Pipeline
  • Accounts and Contacts
  • Opportunities and Leads
  • Product list and Marketing Lists
  • Campaigns and Cases
  • Entitlements and Contracts
  • Articles and Subjects

Also read: Getting Started With Dynamics Customer Engagement (Customer Engagement(CRM)) 2016

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