Microsoft Dynamics 365 Flashcards

What is an 'Entity' in Microsoft Dynamics 365 (now called 'Table' in Dataverse)?

Answer: A database table that stores a specific type of business data like Contacts or Opportunities

An Entity (now called Table) in Dynamics 365 is a structured database table that stores a specific type of CRM data, like Contacts, Accounts, or Leads.

What is 'Opportunity Management' in Dynamics 365 Sales?

Answer: Tracking potential revenue-generating deals through the sales process

Opportunity Management in Dynamics 365 Sales tracks potential deals from qualification through close, including revenue, close date, and pipeline stage.

What is 'Sales Insights' (now Dynamics 365 Sales Insights) in Microsoft Dynamics?

Answer: An AI-powered add-on providing predictive analytics, relationship intelligence, and conversation intelligence

Sales Insights uses AI to provide predictive lead/opportunity scoring, relationship health insights, and conversation analytics to help sales teams prioritize.

What is the role of 'System Administrator' security role in Dynamics 365?

Answer: The highest-privilege role with full access to configure and customize the entire environment

The System Administrator role has full access to all Dynamics 365 features, data, and customization capabilities.

What is 'Activity' in Microsoft Dynamics 365?

Answer: A type of record tracking interactions like emails, calls, appointments, and tasks

Activities in Dynamics 365 are records that track customer interactions including emails, phone calls, appointments, tasks, and custom activities.

What does 'Customer Voice' (formerly Forms Pro) in Dynamics 365 provide?

Answer: An enterprise survey and feedback management tool integrated with Dynamics 365 CRM data

Customer Voice is Dynamics 365's enterprise survey tool for collecting customer feedback linked directly to CRM records.