Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online – Glossary of Terms (Part 2 of Series of 3)


This blog contains a list of terms and definitions that applies to Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.

This is Part 2 of Series of 3. Click Here for Part 1. Click Here for Part 3.

Term: entity record
Definition: An instance of an entity in a database.

Term: equipment
Definition: The tools or assets used to perform a service activity.

Term: event
Definition: Any significant occurrence in the system or an application that triggers a notification. In Microsoft Dynamics CRM, an event is typically a system or user action that is detected and acted upon by the workflow system or by the client Web forms.

Term: facility
Definition: A physical space, such as a conference room or service bay, where a service activity can be performed.

Term: facility/equipment
Definition: A resource that can be scheduled.

Term: fax
Definition: An activity that tracks call outcome and number of pages. Optionally stores the electronic copy of the actual document.

Term: Fetch
Definition: The XML-based query language that is used to retrieve information from the Microsoft Dynamics CRM database.

Term: filtered view
Definition: A view of data in the Microsoft Dynamics CRM database used for reports and exported dynamic Microsoft Office Excel files. When users view a report or file that uses a filtered view, they can see only the data that they have permission to view.

Term: fiscal period
Definition: A division of a fiscal year that is reflected on financial statements. Common accounting periods are days, weeks, months, quarters, or years.

Term: follow
Definition: An action taken by a user on a Microsoft Dynamics CRM record that enables that user to see the posts about the record on their personal wall.

Term: fiscal year
Definition: A span of time during which the financial activities of an organization are calculated. A fiscal year is divided into fiscal periods, typically defined as semesters, quarters, or months. The organization determines the dates that begin and end its fiscal year, which may not correspond to a traditional calendar year.

Term: global
Definition: An access level that specifies the user has access to records anywhere within the organization. The application refers to this level as Organization.

Term: IFRAME
Definition: A windowless inline floating frame, typically used for including Web pages, such as a page from a SharePoint site, a section of HTML such as a button, or a custom application, in a form.

Term: impersonation
Definition: The ability of a thread to run in the security context of a security principal different from the security principal that started the process. This is usually so that a process can gain access to resources on behalf of a user.

Term: incident (case)
Definition: A customer service issue or problem reported by a customer and the activities that customer service representatives use to resolve it.

Term: invoice
Definition: An order that has been billed. It is also a record of a sale to an account, including details about the products or services purchased.

Term: invoice product
Definition: A line item in an invoice that contains detailed billing information.

Term: ISV configuration file
Definition: A configuration file, isv.config, that can be used to update the navigation structure of Microsoft Dynamics CRM, including adding custom buttons, tabs, and menus to entities.

Term: KB
Definition: See other term: knowledge base

Term: keyword
Definition: A word associated with an article to identify the article in a search.

Term: kit
Definition: A group of finished items that compose a set. In Microsoft Dynamics CRM, a kit is comprised of a set of products in the product catalog.

Term: knowledge base
Definition: A feature in Microsoft Dynamics CRM that provides a process for drafting, submitting, reviewing, and publishing articles about an organization’s products and services. Users with manager-level security privileges can approve, reject, add comments to, and unpublish articles that are submitted for review.

Term: lead
Definition: A potential customer who must be contacted by a salesperson and either qualified or disqualified as a sales opportunity. Leads will be converted into accounts, contacts, or opportunities if they are qualified. Otherwise they are deleted or archived.

Term: letter
Definition: An activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.

Term: license
Definition: A set of the Microsoft Dynamics CRM application functionality that an organization purchases. Each license type is associated with a group of user rights.

Term: local
Definition: An access level that specifies the user has access to records within his or her own business unit. The application refers to this level as Business Unit.

Term: logical operator
Definition: In a query, a connector between two expressions, two subclauses, or a combination of an expression and a subclause. There are three primary logical operators: AND, OR, NOT.

Term: many-to-many
Definition: A relationship that lets users relate one or more entity instances from another entity to an entity instance of the current entity. A many-to-many relationship may be self-referential. This means that one or more other entity instances of the current entity can be related to an entity instance of the same entity.

Term: many-to-one
Definition: A hierarchical relationship created or viewed from the related entity. Many entity instances from the related entity can reference any one entity instance from the primary entity.

Term: Marketing Automation
Definition: Automating the business processes involved in marketing: creating and launching campaigns, targeting markets, collecting and analyzing responses, and adding the responses to the Microsoft Dynamics CRM system.

Term: marketing list
Definition: A group of accounts, contacts, or leads who are identified through their demographics as people or businesses who might be the most receptive to a campaign. For example, to introduce a new product, you can create a marketing list of accounts that have previously purchased similar products and send them brochures about the new product.

Term: mention
Definition: A part of a post that refers to a Microsoft Dynamics CRM record. One post can have multiple mentions.

Term: metadata
Definition: Information about the properties of data, such as the type of data represented in the database.

Term: Microsoft Dynamics CRM
Definition: A browser-based customer relationship management (CRM) application used to automate sales and marketing functions and to manage sales and service activities in an organization. Microsoft Dynamics CRM is accessible from the Web and from Microsoft Office Outlook, through Microsoft Dynamics CRM for Outlook.

Term: Microsoft Dynamics CRM data migration framework
Definition: A set of tools designed to move data from a source system into a destination system.

Term: Microsoft Dynamics CRM for Outlook
Definition: A client application that provides a subset of the Microsoft Dynamics CRM application functionality within Microsoft Office Outlook. Microsoft Dynamics CRM synchronizes a local copy of a user’s contacts, tasks, appointments, and email data with Outlook.

Term: Microsoft Dynamics CRM for Outlook with Offline Access
Definition: A client application that allows you to work offline from the Microsoft Dynamics CRM server. You can create Microsoft Dynamics CRM email messages that are sent when you go back online. If you send Outlook email messages, those are sent immediately.

Term: notes
Definition: A small item of information that can be appended to any record. Notes can be appended to only one record.

Term: obsolete
Definition: Refers to a class, member, or feature that is not supported in this version and should not be used. See also deprecated, which is a related – but different – term.

Term: one-to-many
Definition: A hierarchical relationship created or viewed from the primary entity. Any one entity instance from the primary entity can be referenced by many entity instances from the related entity.

Term: opportunity
Definition: A potential revenue-generating event, or sale to an account, that needs to be tracked through a sales process to completion.

Term: opportunity product
Definition: An association between an opportunity and a product.

Term: opportunity relationship
Definition: A type of relationship role that describes the relationship between an account or contact and an opportunity.

Term: order
Definition: A confirmed request for delivery of goods and services based on specified terms. An order is a quote that has been accepted by a customer.

Term: order product
Definition: A line item in a sales order.

Term: organization
Definition: The top level of the business hierarchy. The organization is divided into business units. There can be only one organization per deployment.

Term: parent
Definition: A device, bus, function, or process at one level of a hierarchy. The parent controls the behavior of components below it in the hierarchy. In Microsoft Dynamics CRM, the relationship between entities controls the propagation of actions from parent to child in the hierarchy.

Term: participant
Definition: A user linked to an appointment or service activity. A user could be the owner, organizer, required resource, or optional resources for the appointment or resource.

Term: party
Definition: A user linked to an appointment or service activity.

Term: phone call
Definition: An activity to track a telephone call.

Term: platform core operation
Definition: The main operation that the system is to perform. Some examples of operations are Create, Update, Delete, Merge, Send, Assign, SetState, and GrantAccess.

Term: plug-in
Definition: Custom business logic (compiled code) that is executed in response to a Microsoft Dynamics CRM event. For a plug-in to be invoked when an event is fired, you must register the plug-in code with the desired event. A plug-in can also be called an event handler.

This is Part 2 of Series of 3. Click Here for Part 1. Click Here for Part 3.

My above blog is based on Microsoft’s Official information.

I hope this blog about ‘Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online – Glossary of Terms (Part 2 of Series of 3)’ was informative. Please feel free to leave your comments.

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