Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online – Glossary of Terms (Part 3 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 3 of Series of 3. Click Here for Part 1. Click Here for Part 2.

Term: post
Definition: A message or other information that appears in an activity feed on a wall in Microsoft Dynamics CRM.

Term: price list
Definition: A compilation of the specific prices that can be charged for each unit in the unit group of a product. Salespeople use price lists to determine the pricing in a quote for a customer. In addition, a default price list can be added to a product.

Term: price list item
Definition: Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit.

Term: primary entity
Definition: The entity that a related entity is associated to.

Term: privilege
Definition: A user’s right to perform a specific action on a specific entity type or to perform a task. Privileges are assigned by system administrators to security roles. Users are then assigned security roles. Examples of privileges include Update Account and Publish Customizations.

Term: process
Definition: A definition for an automated workflow consisting of steps, including the actions the workflow should take at each step, and the rules the workflow should use to proceed to the next step.

Term: process instance
Definition: A running instance of a process.

Term: process template
Definition: A process that is not intended to be run, but is used as a starting point to create other processes.

Term: product
Definition: The entity that contains information about products and their pricing.

Term: product catalog
Definition: A compilation of all products that are available for sale.

Term: query
Definition: An instruction to a database to either return a set of records or perform a specified action on a set of records.

Term: queue
Definition: A holding container for work items. There are queues that contain cases and activities in the Workplace, and queues of articles in the knowledge base.

Term: quick campaign
Definition: A communication method that creates a single activity for distribution to a group of marketing lists, accounts, contacts, or leads. Contrast with a campaign, which supports an end-to-end marketing program that has multiple activities.

Term: quota
Definition: A revenue objective specified as a monetary amount that has been assigned to a salesperson for a specified fiscal period.

Term: quote
Definition: A formal offer for products or services, proposed at specific prices and related payment terms.

Term: related entity
Definition: An entity instance type that is associated with another entity instance type. For example, most entities have a related notes entity.

Term: relationship role
Definition: A definition of one side of a business relationship between accounts, opportunities, or contacts.

Term: reports
Definition: A collection and grouping of business data that answers a question or aggregates data in some way.

Term: resource
Definition: A user that performs a service, or the equipment or facility that is required for a service.

Term: resource group
Definition: Two or more resources (users, facilities, or equipment) that can be scheduled interchangeably.

Term: role
Definition: See other term: security role

Term: sales literature
Definition: The documents that are created with specific information about products and/or services and given to customers to help increase sales.

Term: salesperson
Definition: A security role assigned to users. A salesperson finds and qualifies leads, and works with opportunities, accounts, and contacts to complete sales activities.

Term: schedule
Definition: Verb: To cross-reference resource schedules to find a period of time available for a service activity. Noun: A list of times that a resource is available for work. Also, a list of service activities for a specific period of time.

Term: schema
Definition: The definition of the structure of an XML file. A schema contains property information as it pertains to the records and fields within the structure.

Term: Secure Sockets Layer (SSL)
Definition: A protocol that improves the security of data communication by using a combination of data encryption, digital certificates, and public key cryptography. SSL enables authentication and increases data integrity and privacy over networks. SSL does not provide authorization or nonrepudiation.

Term: security principal
Definition: A person or group that can own or access an entity instance within the system. There are two types of security principals within Microsoft Dynamics CRM: users and teams.

Term: security role
Definition: A defined set of user rights. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.

Term: selection rule
Definition: A set of criteria that specifies which personnel, equipment, facilities, or resource groups are required to perform a service, or how to select these resources, based on parameters like quantity and capacity.

Term: service
Definition: A type of work performed for a customer by one or more resources. Services are schedulable activities.

Term: service activity
Definition: A schedulable appointment to provide a service to a customer. A service activity uses one or more resources to perform a service at a specific time and place.

Term: service calendar
Definition: A scheduling component of Microsoft Dynamics CRM that is used to view and manage appointments and service activities.

Term: service level
Definition: The support that customer service is required to provide for a case. The service contract a customer purchases determines the service level for its associated cases.

Term: service restriction
Definition: A limitation of when a resource can perform a specific service.

Term: service rules
Definition: The collection of service restrictions imposed on a resource.

Term: share
Definition: To allow another user or team to have a specified amount of access to a record, such as a case, account, or contract. For example, you can share an account with a team and specify that its members can read the account record, but cannot have write access to it.

Term: site
Definition: A business location to which resources are assigned. A site is used to ensure that all resources required for a service are in the same physical location.

Term: Site Map
Definition: An XML representation of the structure of the Navigation Pane in Microsoft Dynamics CRM, including the areas, groups, and subareas where entities are displayed, and the user rights associated with each subarea.

Term: state change
Definition: A change in the internal state of the Microsoft Dynamics CRM system caused by the execution of a core operation upon one or more entities.

Term: status
Definition: The state of a record or activity. For example, a case can be Active or Resolved, and an email activity can have a status of Draft or Sent. Status is also used by workflow rules to determine when to move to the next stage in a workflow or sales process.

Term: status reason
Definition: The description of the status of a record or activity. For example, if a case has a status of Active, the status reason could be Researching or Waiting for Details.

Term: subject
Definition: A category used in a hierarchical list to correlate and organize information. Subjects are used in the subject tree to organize products, sales literature, and knowledge base articles.

Term: subject tree
Definition: The hierarchical list of categories used to correlate and organize information.

Term: synchronous event
Definition: An event that occurs as part of the overall platform operation for which registered plug-ins are executed instantly.

Term: system entity
Definition: An entity that used by Microsoft Dynamics CRM to handle all internal processes, such as workflows, asynchronous jobs, and other internal jobs. You cannot delete or customize system entities.

Term: task
Definition: A generic activity that represents work that needs to be done. A task can be tracked in the system from start to completion.

Term: team
Definition: A group of users who share and collaborate on business records. A team can consist of members who all report to one business unit or members who report to different business units.

Term: template
Definition: A framework for an email message, contract, or article. Templates are used to ensure consistent layouts and content in similar types of documents.

Term: territory
Definition: An entity that represents sales regions.

Term: unfollow
Definition: An action taken by a user on a Microsoft Dynamics CRM record that stops posts about that record from being displayed on the user’s personal wall.

Term: unit
Definition: Unit of measure.

Term: unit group
Definition: A compilation of the different measurements that a product is available in. A unit group contains the base unit in which a product is available, for example, a two-liter. It then lists all the different increments that this base unit is packaged in for sale, such as an individual two-liter bottle or a case of 6 two-liter bottles, and also indicates which measurement is the primary unit.

Term: user
Definition: A person who has access to the Microsoft Dynamics CRM system and who owns records in the Microsoft Dynamics CRM database.

Term: view
Definition: A filter applied to a list of records. Users can choose different views that contain all the records or activities of a particular type or that are a subset of that type.

Term: wall
Definition: A place in Microsoft Dynamics CRM where activity feeds are displayed.

Term: Web service
Definition: A unit of application logic that provides data and services to other applications that can be invoked using standard Internet transport protocols such as Hypertext Transfer Protocol (HTTP), Simple Mail Transfer Protocol (SMTP), or File Transfer Protocol (FTP). Web services can perform functions ranging from simple requests to complicated business processes.

Term: Web Services Description Language (WSDL)
Definition: An XML grammar that developers and development tools use to represent the capabilities of an XML Web service.

Term: workflow
Definition: The automation of business processes, where business documents and tasks are automatically passed from one user to another for action, according to a set sequence.

Term: workflow activation
Definition: A workflow record that contains the compiled workflow XOML that can be executed by the Windows Workflow Foundation runtime.

Term: workflow definition
Definition: A series of interrelated action steps and the rules that drive the transition between these steps. The definition must include a primary entity and events that trigger the workflow execution.

Term: workflow instance
Definition: A running instance of the workflow definition.

Term: workflow process
Definition: See workflow definition.

Term: workflow registration
Definition: The process of publishing a workflow. Publishing a workflow creates a workflow activation.

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

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 3 of Series of 3)’ was informative. Please feel free to leave your comments.

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