Understanding Account and Contact in D365 Sales Process.

Hello Guys,

Today we will understand what is Account and Contact Entity in Dynamics CRM.



Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends.

To understand Account and Contact, consider a scenario where I have started my own business or startup named TechSatyoki. This startup is nothing but the organization.



Now we know that if any company or organization is into Sales then it must be having products.



As we have products then we should be having customers too. When we start a new business or startup, we should have thoughts for some existing customers so that we could get some idea about Sales Process. In CRM an existing customer would be a Contact or Account that is already recorded within your CRM environments.



Basically in CRM systems, the term Account is used instead of the Company or Organization and an account has one or more Contacts associated with it.

Here,

DUIAS, GraceNote and Rolls Royce are Accounts and Snehal Joshi, Malishka Gupta, Bruce Bond etc. are considered as Contacts.

Hope it helps...


Comments

Post a Comment

Popular posts from this blog

Read Only Sub Grid & Editable Sub grid in Dynamics 365

Image
Hello Guys, In my previous blogs we have seen Duplicate Detection in Dynamics 365 where we covered how you can use OOB feature of D365 to detect duplicate records. Today we will see how we can implement editable sub grid.  But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In Dynamics CRM we have seen many entities sharing parent child relationships and we can create records of child from the parent page. For example Account and Contact Entity. We can create a new contact entity from the Account Form with the help of Sub Grid control. We can also create sub grid for custom entity and can utilize it in our own way. We will be using Department and Employee Entity for demonstration. Below are the steps: Step 1:- Login to Dynamics 365 with credentials. Step 2:- Click on Advance Settings Gear icon. Navigate to Settings -> Solution -...
Read more

Using Pipelines in Power platform for deploying solutions to environments.

Image
Hello Guys, In our previous  blog   we have seen how to use changesets in PA flow for atomic transactions. Today we will see how we can use Power Platform pipeline for deploying solutions. Do follow us to know more about Dynamics and Power Platform.  Also if you like our blog then please comment and share this blog with your friends. AS a CRM Developer, we need to create and manage solutions for various environment. Once development is done on Dev environment, we are moving the CRM changes by packaging into the solution to next environment like UAT and Production. Previously we were doing the solution movement manually but nowadays we have CICD pipeline in Azure. Now Microsoft has introduced pipelines in Power Platform too. So today we will be exploring the same Pipeline and will see how to deploy solutions in various environment using Power Platform Pipeline.  As you can see in above image, we have three environments like Dev, UAT and Prod. We will be doing some cus...
Read more

Understanding Sales Process in D365.

Image
Hello Guys, In our previous blog we have seen what is Lead and types of leads. Today we are going to understand Sales Process. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Sales Life cycle begins with Lead. Business captures leads through advertising, marketing, trade shows, mailings etc. Whenever organization gets any new lead, Sales Person captures the information of the lead in Lead entity available in Dynamics 365. For creating lead we require only two things, Lead Name and a Topic describing the lead. Once lead creation is completed, Sales Person performs follow up activities by sending emails, appointment and phone calls to collect more information about the lead. Microsoft Dynamics 365 stores these activities in the Activities entity in the system. Leads can be qualified or disqualified. A disqualified lead indicates that the lead is not a good candidate for sales opportunit...
Read more