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

Sales Force entities

Sales Person entities

Activity entities

Teaming entities

Campaign entities

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