Summary

We have now gone through some of the most important tables in Dynamics 365 and Dataverse; leads, contacts, and accounts. These tables are the foundation of everything you do; these are the people you talk to, your potential customers, and the companies you are working with or selling to.

If you do not spend some time getting to know the structure of your company’s data, you will have a hard time understanding and getting good analytics or creating a better system. Structure in your data should be your priority; you want to generate and understand analytics, know how your company is doing, and improve your company. It is a lot harder to do this and become better if you do not know your data.

We’ve looked at relationships and seen how all the tables are connected. We’ve also gone through the lead life cycle and looked at the different lead scoring models. We have also looked at the lead-to-opportunity marketing sales BPF and seen how this can help us...