Chapter 4. Microsoft CRM Functional and Conceptual Overview

In this chapter

Microsoft Business Solutions, Microsoft, and Microsoft Great Plains

Microsoft CRM Product Positioning

Microsoft CRM Versions and Licensing

Microsoft CRM User Interfaces

Named User Licensing

CRM Platform

Microsoft CRM Concepts

Opportunities and Cases

Core CRM Objects

Use Case Corner—Expediting Activity Record Creation

Summary

Those familiar with CRM packages are aware that they all go about things a little differently. This chapter helps you gain a conceptual understanding of Microsoft's application and outlines and defines the system's functionality as well as terminology. Keep in mind as you read this information that this chapter, and the content of this book, refer to Version 1.0 of Microsoft CRM.