Dynamics Customer Engagement(CRM) Training Series : Understanding Customers

Who is your Customer?

Customers have different definition in different environments and in different CRM systems. In an xRM environment like Dynamics CRM customers can be any of the following:

• Vendors
• Employees
• Recruiters
• Students
• Patients
• Suppliers

Entities Used for Customers

When dealing with Customers in Dynamics CRM you will be familiar with two records – Accounts and Contacts

Accounts:

Accounts are Companies or organizations that your organization deal with during business. It can your partners, suppliers, vendors etc.

Contacts:

Contacts can be any individual who are representing the companies you are doing business with. Ex: Purchasing managers, sales representatives, any other contact that you want to keep in touch with.

Prev Lecture : Intro to CRM

Next Lecture : Working with Accounts