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Sales | Questions and answers
What is the difference between a business relationship and a contact?
The business relationship is the company; the contact is the person. If the two are conflated, both reporting and GDPR compliance become difficult.
Sales | Questions and answers
What is the product catalog in Dynamics 365 Sales?
A collection of what you sell, including units and prices. It makes quoting faster and sales data comparable.
Analytics and insight | Questions and answers
What is an alternate key in Dataverse?
A field that uniquely identifies an entry in addition to the system's own ID. Essential for imports and integrations.
Collaboration and productivity | Questions and answers
What is server-side synchronization?
Synchronization between Exchange and Dynamics 365 takes place on the server, regardless of whether the user's computer is turned on.
Sales | Questions and answers
What is the customer lifecycle, and why should we use it to guide our decisions?
The stages a customer goes through from initial contact to renewal or churn. Looking at the entire journey reveals where you lose people.
Sales | Questions and answers
What is a sales sequence?
A predefined sequence of steps that the seller must go through. It standardizes follow-up and makes drop-off measurable.
