HOW DATA IS ORGANIZED IN CRM DYNAMICS

You don't have to be a database expert to know how to work with the Premiere Dynamics CRM system, but it's helpful to know a few things about how data is organized in the system.

There are two definitions you should definitely know because they're used in many places in the system: Record and Record Type.

Records

A record is a complete unit of information. You can think of it as a single row in a table, with multiple columns or fields to store the pieces of information that make up an entire row.

For example, when you enter a company name, address and contact information into the system, you're creating a new 'record'.

Record type

Every record you add to the system belongs to a certain record type (also known as 'entities').

Record types in the Premiere CRM system include things like Contacts, Accounts, Suite Information, etc.

Standard vs custom records and entities

Dynamics CRM comes with some standard record types, like accounts and contacts, but it also allows us to add record types to better reflect our business processes. Some of the customized Premiere record types include Suite Information, Checklists and Suites.

The goal is to ensure that our data is complete, consistent, reflective of our business - and allows us to use information to improve sales, productivity and the bottom line.