Blog Objective

This is a blog that attempts to make life easier by noting down the author's accrued knowledge and experiences.
The author has dealt with several IT projects (in Java EE and .NET) and is a specialist in system development.

03 December 2012

Microsoft CRM Main Concepts & Relationships

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