Users' questions

What is StateCode in CRM?

What is StateCode in CRM?

Hello, So StateCode is main between two mentioned. It contains state of current record. Usually it has 2 values – Active/Inactive but couple of system entities contain 3 states (like Lead, Opportunity e.t.c.) and StatusCode is actually description for the StateCode.

What is an incident in CRM?

In this article In Dynamics 365 for Customer Engagement, an incident is referred to as a case. A customer service representative creates an incident (case) to track a customer request, question, or a problem. All actions and communications can be tracked in the incident entity.

What are cases in CRM?

Cases in Dynamics 365 / CRM are commonly referred to as tickets or incidents. These cases provide a way to track incidents or issues that may arise from your customers, whether they are external or internal.

What is a CRM record?

CRM stands for Customer Relationship Management and at its simplest it is systems and processes for managing a company’s interactions with current and potential customers. CRM software is used to organise, automate and synchronise sales, marketing and customer service.

How do I create a case in Microsoft Dynamics CRM?

Creating a New Case in Microsoft Dynamics CRM from IBM Notes

  1. Select an email and note that the LinkPoint Connect Side Panel displays the related contact information.
  2. Click the Create a new item icon to create a new case.
  3. Enter any required or additional information in the Microsoft Dynamics CRM Case record.

What are cases in dynamics?

Microsoft Learn tells us that cases “typically represent a situation or incident reported by customers that require a resolution.” In Microsoft Dynamics 365 for Customer Service, cases are designed to track an incident from beginning to end, through to resolution.

What is a CRM contact?

Meaning of the term contact in CRM software In most CRM systems, the term contact designates an individual who has purchased your product or service or a company representative responsible for purchasing. Contacts are usually associated with companies (accounts) and deals (opportunities).

Is CRM a case management?

A CRM (Customer Relationship Management) system is designed to support the front of the house sales process, while traditional case management features are built to help track, streamline and execute the back of the house processes.

What is CRM process?

The CRM process is a strategy for keeping every customer interaction personalized and meaningful that consists of five main steps. A customer relationship management system (CRM system) provides the data and functionalities your team needs to execute this strategy—and ultimately turn leads into customers.

Is Microsoft Dynamics a case management system?

Microsoft Dynamics 365 CRM is particularly suitable as a flexible Case Management platform for Public Sector organisations, providing configurable case entities and flexible workflow module.

Does Microsoft have a case management system?

Case Management Overview Microsoft Dynamics 365 Service Management is designed to support incident based services called Cases. The Case Entity provides incident based tracking for issues that may arise from customers, whether they are external or internal.

What is the default statuscode for Microsoft CRM?

If the Product StateCode is 1 (InActive), the default StatusCode is 2 (Inactive(default)). Microsoft CRM only accepts StatusCodes that are valid for a particular StateCode.

What is an incident entity in Microsoft Dynamics?

The following solutions include the incident entity type. Microsoft Dynamics 365 for Field Service allows organizations of any size to deliver intelligent, world class field service, managing all aspects of the end-to-end field service management cycle.

What are the status and statecode fields in Dynamics 365?

In Dynamics 365, entities contain the fields StateCode and StatusCode. If we create a new entity, we can see the statecode (display name Status) and statuscode (display name Status Reason) fields are automatically created: We can also see the types of these fields are Status and Status Reason respectively. Let’s look at the Status field.

How to check entity status in MS CRM dynamics?

alikrc / MS CRM Dynamics Entity StateCodes and Entity Status (statecode) Status Reason (statuscode) Account (account) 0 Active 1 Active 1 Inactive 2 Inactive Activity (activitypointer) 0 Open 1 Open 1 Completed 2 Completed