HELPFUL TERMINOLOGY
- Products - A CRM base entity (modified for Premiere) that represents inventory (like Suites and Parking) and additional services that may be sold to customers
- Cases - Entities used to track issues with suites in CRM. These can optionally block the inventory from being used (booked).
- Microsoft Dynamics CRM - the base CRM platform used by the system
- Entities - A type of record in CRM
- Contacts - An entity representing an individual person
- Accounts - An entity representing a company (or group)
- Customers - Can be one of an account or a contact. Some special fields in CRM are customer fields where they can be either a contact or account.