Below are important terminologies in Dynamics 365 that are necessary to learn in order to understood Dynamics 365 at a minimum level.
General
Entities – to show, model and manage data (similar to a database table). Examples are contacts, leads, accounts, projects, etc.
Record – it is an instance of an entity (think of it as a row in a table)
View – it is a list of aggregated records
Form – it is a record display
D365 Sales
Account – it is an organization that can be your customers, clients, partners, vendors, and others.
Contact – it contains the contact information of an individual associated with one account
Lead – refers to a prospect (customer or sale).
Opportunity – is a potential sale
Quote – it is a document with information like product, quantity, pricing, payment terms.
Order – it refers to the confirmation of product/service purchase.
Invoice – it refers to a document showing the deal/transaction between a buyer and a seller.
Competitor – refers to a different organization with a similar product or service. In D365 there’s a section where you can capture all your competitors for tracking to provide historical data.
Sales Literature – it is a repository of sales-related documents (Examples: brochures, product guides, pricing, discounts, competitors information, sales documents, etc).
Product catalog – it is a collection of products information.
Goal – refers to a specific target and in D365 you can keep track of the progress
Goals Metric – refers to the explanation and additional information on how to measure the goal
D365 Marketing
Marketing List – it allows to group by entity (accounts / contacts / leads) for marketing.
Campaign – it provides functionality to manage marketing projects
Case – it allows companies to resolve issues faced by their customers
Service Calendar – is the place that acts as a reference for consolidated and scheduled service activities.
Queue – it is used for prioritizing the different services needed by your customer. provides a view to monitor and organize service/work.
Article – refers to historical data of knowledge used by service agents and guides them on how to proceed and complete their work.
Contract – refers to the terms and conditions between the customer and provider.
D365 Project Service
Project Contract –when your customer agreed to the quote or you won the bid, a project contract is created.
Service – it refers to the target work for a customer.
Project Template – used for similar projects and documentation to save time in initiating a project and you can easily provide project proposals and information to your customer.
Invoice – is a document to bill a customer based on a project, product or service
Project – a planned work and D365 allows the company to plan, manage and organize the different tasks assignments for their resources.
Time Entry – it is required to capture the time spent on resources for their project works/activities
Expense – in D365, a cost that is spent related to the works/activities for a specific project can be entered by the project team members
Schedule Board – it shows the different resources availability, usage and capacity.
