Dynamics 365 - Terminologies

Please refer to the Dynamics 365 terminologies below,

Note: This article is mainly for internal reference only and will get updated with more terminologies

1. Dynamics 365

Definition: Microsoft’s platform and a suite of apps that provide customer relationship management (CRM) and enterprise resource planning (ERP) capabilities

Deployment Options: Cloud and On-Prem

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2. Entity

Definition: An object used to model and manage data (conceptually a database table).

Entities can be created, customized, and deleted.

Examples: Contact, Account, Lead, Case

Types:
i. Standard (Common Data Service)
ii. Activity (email, phone call, SMS)
ii. Virtual (external data)

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3. Record

Definition: A single instance of an entity (conceptually a row in the database)

Examples: “John Doe”, “Jane Smith”, are records of type Contact
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4.View

Definition: A list of records, typically of the same type

Examples: “My Active Accounts”, “All Lead”

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5.Form

Definition: A screen that displays a record

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6. Search

Functionality: Is used to look for Records based on Fields and

Options:
i. Quick Find: Searches within the current view

ii. Global or Categorized Search: Searches across entities (up to 10)
iii. Advanced find: Lets us define a query to search for anything

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7. Business Process Flow

Definition: A guided experience to help the user progress through a process defined by the business. It lets you model a business process in the system.

Examples: Sales process

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8. Dashboard

Functionality: This lets you view a summary of data, with the ability to drill in for more details

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9. Activities

Functionality: Shows you recent and upcoming activities

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10. Fields

Definition: An individual item stored in an entity (conceptually, a column in a database table). You create, customize and delete a field

Examples: First Name, Last Name, City, Email Address

Types: There are many types of fields to represent your data. Please refer to Types of columns for more info

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11.Relationship

Definition: Define how records are related to each other in the database

Types: 1:N, N:1 and N:N

Visual of types: