Microsoft Dynamics® CRM 4.0 Step by Step

Glossary

accounts

Companies that might do business with your organization.

activating the quote

The process of making a quote available to send to a customer. Before you send your quote to a customer, you must activate it.

activities

General term used to describe interactions with your customers or potential customers. Activities can be created to remind a user to communicate with a customer or to record a communication that has already occurred. Eight types of activities exist natively, including task, fax, phone call, e-mail, letter, appointment, service activity, and campaign response.

allotment type

Units of service, such as a case or a range of coverage dates, specified in a service contract that indicate how much access a customer has to customer ...