Microsoft Dynamics 365

Businesses your organization has a relationship with — customers, prospects, partners, competitors, and vendors.

People your organization has a relationship with, usually linked to an account.

Potential customers who haven't yet been qualified into an account, contact, or opportunity.

Potential revenue-generating deals with a customer, tracked through the sales process.

Customer service requests, questions, and problems (the incident table).

Marketing programs run to promote a product or service, with their planned and actual costs.

Formal offers of products or services at proposed prices, issued to a customer.

Confirmed customer orders for products or services (the salesorder table).

Bills issued to customers for ordered products or services.

Items and services your organization sells, including product families and bundles.

Every activity in the system through its shared base table (activitypointer) — emails, phone calls, tasks, appointments, and more.

Work items assigned to a user, with a due date and completion state.

Logged inbound and outbound phone calls, with duration and outcome.

Emails tracked in Dynamics 365, including sender, recipients, and body.

Scheduled meetings and commitments, with attendees and location.

Notes and attachments linked to other records (the annotation table). File contents are not synced.

Competing organizations, with the products and SWOT analysis recorded against them.

Users of the Dynamics 365 environment, including application (service) users.

Groups of users that can own records and share access.

Organizational units that scope record ownership and security.