Are there any resources that somebody can't point me to that documents MS Customer Relationship Management best practice ?
Are there any resources that somebody can't point me to that documents MS
Customer Relationship Management best practice ? Specifically around how
and when to use certain types of entities and how they were intended to
be used.
You may find the MSCRM implementation guide of use
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f7...
Sales Territories are setup within the Settings page of the UI, you can also
setup teams as well.
Definition of Account would be a client and a contact would be a person that
you wish to keep a record of their details. You can associate a contact with
an account as well and thus build up a list of contacts within an
account(client). Your company may not refer to them as accounts but as
clients and if so MSCRM customizations make this change relatively easy to
change.
Entity customization is relatively simple to add additional attributes.
Some entities are not able to be customized and the customization UI clearly
shows you if you can amend the entity.
A good book to read would be Working with Microsoft Dynamics CRM 3.0.