What are fields in CRM?

What are fields in CRM?

CRM Fields can be defined as an individual data point within a record where each entity is made up of records and each record is made up of fields. For example, where you have account records made up of phone numbers, contact addresses, email, etc. these attributes are referred to as fields on the account record.

What are posts in Dynamics 365?

The Posts or Activity Wall on the social pane of a Microsoft Dynamics 365/CRM record is an easy way to keep up on important events at a glance without having to leave the main page. You might see information like an opportunity for an account was won or one of your customers just opened a new service request.

What are CRM actions?

Actions are messages that can be defined for an entity. Out-of-the-box CRM provides a set of pre-defined messages for each entity (like create, update, delete and others), but there can be cases when you want a custom action. Through actions, we can create our own messages for any entity type.

What is a CRM Licence?

Each Dynamics CRM license has extra functionality. The Professional license is the full license most popular license for sales, service and marketing. The Basic license is suited for those who use accounts, contacts, leads, cases and reporting but does not include opportunity management.

How many data types are there in CRM?

Currently, Microsoft supports 14 data types in field are as follows. lets have a brief look on each that is available. 1. Single Line of Text: This field can contain up to 4,000 text characters and can set the maximum length to be less than this limit.

What are data types in CRM?

7 Useful Data Field Types in Dynamics CRM

• Data Type: Customer.
• Data Type: Single Line of Text.
• Data Type: Whole Number.
• Data Type: Date and Time.
• Data Type: Optionset.
• Data Type: Image.
• Data Types: Floating Point and Decimal.

How do I enable posts in Dynamics 365?

Enable posts for a custom entity

1. Go to Settings > Post Configurations.
2. Locate the record for your custom entity.
3. Make sure that Enable walls for this type of record form is selected and save the record.
4. In the command bar, select Activate.
5. If you needed to enable walls, you need to publish the entity.

What is configuration in CRM?

Utilizing configuration to operate and manage a CRM is indispensable. Configuration is practically the structure and administration of the system. In Microsoft Dynamics 365, configuration is essential for improving the UI design, field settings, security, business rules, use of options and features, and more.

When is a post configuration record created in CRM?

Whenever you create a custom entity a “post configuration” record is created in CRM. for out of the box entities, the post configuration already exists such as opportunity , cases etc. For any entity (Custom or OOTB) if you have activities/notes enabled; you can have post enabled for it. but for any reason if you dont see it.

Which is the best blog for CRM marketing?

The SuperOffice blog is one of the best CRM blogs on the web (according to GetVOIP, Outgrow.co, NG Data, Discover CRM and Uberflip). We write about CRM, sales, marketing and customer service. But, with more than 200 blog posts on the SuperOffice blog, where do you start?

Is the Dynamics CRM a part of Dynamics 365?

About Blog Dynamics CRM functionality is now a part of Dynamics 365, a suite of intelligent business applications. This blog covers the Dynamics 365 Customer Engagement apps and all supported versions of Dynamics CRM. Frequency about 8 posts per week.

How many blog posts per week for CRM?

About Blog Customer relationship management (CRM) is a model for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. Frequency about 4 posts per week.