Microsoft Dynamics® CRM 2011 Step by Step

Glossary

account

A company that might do business with your organization.

activity

A general term used to describe an interaction with a customer or potential customer. An activity can be created to remind a user to communicate with a customer or to record a communication that has already occurred. Eight types of activities exist natively: tasks, faxes, phone calls, email messages, letters, appointments, service activities, and campaign responses. Your organization can also create custom activities in addition to these.

allotment type

The units of service, such as a case or a range of coverage dates, specified in a service contract to indicate how much access a customer has to customer service.

article

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