Mastering Microsoft Dynamics CRM 2016

Sales module

The Sales module in Dynamics CRM takes care of the entire sales process and the activities involved in sales. The Sales module has entities such as Contacts, Accounts, Leads, and Opportunity. These entities are used to store the information required in the sales process:

• Account: Account stores the information related to your customers, which can be a company or an organization. It can also contain records of stakeholders, vendors, business partners, or other organizations you interact with.
• Contact: This stores the information related to the people or individuals that are generally your customers or contacts of customers. Contacts are mostly related to a customer. Sometimes, a contact is not linked to any customer. In such ...