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


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

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

Leave A Reply

Your email address will not be published. Required fields are marked *

× How can I help you?