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saif ahmed has started a discussion: Microsoft Dynamics CRM: Relate Anything to Anything "• Most CRM (Customer Relationship Management) systems are founded on the principle of relational data. That is, records in the system can be related to other records in the system. • Microsoft Dynamics CRM takes this a step further with its XRM (Xtended Relationship Management) concept. With XRM, additional record types can be built to manage additional information as required by the organization. • These additional records can then be related to other records for an extended picture of the relationship with the customer. • In Dynamics CRM we can use the Connections functionality to relate any business record of any type with any other business record in the system. • In this way we can manage all of the “soft” relationships that exist between records that do not fit the built-in or configured data relationships. • As you can see the Connections functionality in Dynamics CRM enables end users to track any kind of relationship they can imagine. • Connections can handle all of the “soft” relationships that need to be managed that do not fit in to the built-in or configured system relationships. • These connections can then be used in powerful ways to enable users to achieve organizational objectives & your organization could benefit from the power of Microsoft Dynamics CRM." | ||||||
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