|
Microsoft Dynamics CRM provides a complete view of the interactions an organization has had with its customers. Microsoft Dynamics CRM modules are organized by functional area: Sales, Marketing, and Services. The core modules that track customer interactions are: Accounts: Manage accounts, which are companies that your organization does business with. Contacts: Manage contacts, which represent the customer, potential customer, or individuals related to an account. Notes: Track details and attach files to record types. A single record can have one or more notes attached to it. Activities: Track all interactions regarding a record in the system. Activities track e-mails, phone calls, appointments, tasks, and more. |