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CRM applications

Contributors in CRM applications

CRM applications

status

Software; CRM applications

The state of a record or activity. For example, a case can be Active or Resolved, and an e-mail activity can have a status of Draft or Sent. Status is also used by workflow rules to determine when to ...

status reason

Software; CRM applications

The description of the status of a record or activity. For example, if a case has a status of Active, the status reason could be Researching or Waiting for Details. The options available are based on ...

subject

Software; CRM applications

A category used to organize objects in the Knowledge Base and product catalog.

system entity

Software; CRM applications

An entity that is part of Microsoft CRM by default, such as Accounts.

task

Software; CRM applications

A generic activity representing work needed to be done.

template

Software; CRM applications

A framework for an e-mail message, contract, or article. Templates are used to ensure consistent layouts and content in similar types of documents.

unit group

Software; CRM applications

Grouping of units.

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