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How to define the best data structure for CRM? RRS feed

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    Can you please define the best data structure for CRM - Sales staff that is using CRM every day or CRM admin that is good in database structures?
    Tuesday, April 28, 2015 11:49 AM

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    Mick, I think we need more information to answer your question.  CRM has a defined schema out of the box that is setup to handle most Sales, Marketing, and Service scenarios.  It's a platform that is designed to be totally customized to match your business and processes, so there is no one 'right' or 'best' way to set it up.

    Maybe refine your question a bit?  The people here are very helpful, but will need some more specifics.

    Thanks!

    Tuesday, April 28, 2015 12:08 PM
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    Hi Mick,

    If i understood your question correctly.

    MSCRM by itself provides a structure for Sales process inbuilt (OOB). One can customize it as per their requirement.

    Lead --> Opportunity --> Quote --> Order --> Invoice

    Refer below link for some more details:-

    https://community.dynamics.com/crm/b/crmpowerobjects/archive/2014/02/13/customizing-sales-process-flows-in-crm-2013

    Hope this helps!!!

    Thanks,

    Prasad

    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Tuesday, April 28, 2015 12:12 PM