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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Firoz Muhammed who has 10 years of experience in the IT industry. A Certified Microsoft Dynamics 365 Customer Engagement Consultant and Corporate Trainer. He has been teaching and consultant for more than 9 years. He carries experience in areas of business development, consulting, application development and corporate training. He has worked for corporates-like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies. He can be connected on [email protected] For training inquiries please mail to [email protected] or call +91 8008 048 446

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