Microsoft CRM Main Concepts & Relationships

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I came across MS CRM while searching for a solution for leads management. In the process of trying to appreciate the main concepts and relationships as well as a basic gap analysis against our requirements, I created a set of UML class diagrams to document my understanding.

The following are the main concepts (or entities, according to CRM’s nomenclature):

  1. Main CRM entities
  2. Sales Force entities
  3. Sales Person entities
  4. Activity entities
  5. Teaming entities
  6. Campaign entities

Main CRM entities

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Sales Force entities

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Sales Person entities

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Activity entities

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Teaming entities

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Campaign entities

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Web References

Some useful links for read-up:

  1. http://crmdynamo.com/2008/06/crm-40-concepts-what-are-leads-contacts-and-opportunities/
  2. http://blogs.msdn.com/b/crm/archive/2007/08/27/leads-accounts-contacts-and-opportunities.aspx

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