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): Main CRM entities Sales Force entities Sales Person entities Activity entities Teaming entities 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: http://crmdynamo.com/2008/06/crm-40-concepts-what-are-leads-contacts-and-opportunities/ http://blogs.msdn.com/b/crm/archive/2007/08/27/leads-accounts-contacts-and-opportunities.aspx