Special Edition Using® Microsoft® CRM

Core CRM Objects

Contact and Account records are at the core of Microsoft CRM. They are related to every other area and represent the key link between all the other data. Both Sales and Service data roll up to Contacts and Accounts. Because Contacts and Accounts span all areas, we will discuss them in detail.

NOTE Throughout the book the terms object and record are used almost interchangeably. Traditionally, the word record has been more widely used to discuss data because we were most often interacting directly with a database, and the term record historically refers to a single row in a single database table. However, because in this book we are interacting with a CRM platform, we are truly interacting with objects that may or may not equate ...