Actions : An Action in Dynamics CRM is a custom process that allows user to create custom message.

Workflows : Workflows are the automated process used in business process to send Email, assign a task, update a field on rule criteria or action based criterial.

Dialogs : Dialogs in Dynamics CRM are used to create a graphical representations that helps user to collect data, create new records, and guide the user through a set of actions to be performed based on various answers from a customer.

In Microsoft Dynamics 365, we have four types of Processes, they are A process in Dynamics 365 can be created and manage with out single line of code, this bring ease of use and stat up to date with the business. Microsoft Dynamics 365 provides consistent business processes, helping Dynamics users to focus more on performing their regular work and less on remembering what needs to be done at each step on the way. Microsoft Dynamics 365 for Sales: Process Each one of these attributes can be displayed on an Entity form as a field.

These attributes are the data items of a particular type and stored in the database. Through entities, the platform allows users to structure data, create relationships, and manage actions.Įach entity is comprised with number of attributes like Name Attribute, ID attribute, Description attributeand many more. Microsoft Dynamics 365 for Sales: EntitiesĮntities in Dynamics 365 are containers used to model, store and manage business data.

Marketing module : Marketing module deals with engaging existing and potential customers by facilitating marketers to plan, execute, and gauge the success of campaigns engaging customers across multiple channels.Service module : Service module focuses on tracking activities related to existing customer interactions.Sales Module : Sales module provides the tools for sales team to manage Leads and Opportunities.The standard modules provided by Microsoft are Sales Module, Service Module and Marketing module. Modules are a grouping of functionalities that serve a specific business scope.

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