Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

number of recipients. The e-mail goes to each recipient individually, giving the appearance of the communication beingsent personally. )discount (A reduction in the selling price of products or services. Discounts are usually offered by the seller when thebuyer agrees to meet specific conditions. )discount list (A group of price reductions that can be applied to a product, based on volume purchased. Discount listscan be added to price list items in a product. )See also: price list (A group of the specific prices that can be charged for each unit in the unit group of a product. Pricelists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. ),product (An item in the product catalog. Products can be linked to other records, such as quotes, campaigns, andcases. ), unit group (A compilation of the different measurements that a product is available in. A unit group containsthe base unit in which a product is available, for example, a two-liter bottle. It then lists all the different increments thatthis base unit is packaged in for sale, such as an individual two-liter bottle or a case of 6 two-liter bottles, and alsoindicates which measurement is the primary unit. )disqualify (To verify that a record does not fit specific criteria and should not be converted to an opportunity, account,or contact, or be added to a marketing list. )distribute (To create campaign activities for each account, contact, or lead in a marketing list associated with acampaign, and then to assign the activities to the specified owners, or to perform the activities automatically (such assending e-mail messages). )division (An organizational level of a company. Divisions can be based on geography, (East Division, West Division);product specializations, (New Technologies Division); or any other characteristics. In Microsoft Dynamics CRM, adivision can be represented by a business unit. )See also: business unit (A way of representing a division or department in a company. Business units are arranged in ahierarchy, and all users are assigned to one business unit. ), organization (The top level of the business hierarchy. Theorganization is divided into business units. There can be only one organization per deployment. )draft contract (A contract that has not been activated or invoiced. )duplicate detection (Process of automatically identifying potential duplicate records. )dynamic values (A placeholder that inserts text into a Microsoft Dynamics CRM record automatically. You can setdynamic values for the entities or records in a workflow only by using the Form Assistant pane. )Eentitlement (The service support that is available to a customer, as written in a contract. For example, the type ofsupport and the total number of minutes with a customer service representative. )See also: case (A customer service issue or problem reported by a customer and the activities that customer servicerepresentatives use to resolve it. ), contract (An agreement to provide support during specified coverage dates or for aspecified number of cases or length of time. When customers contact customer service, the level of support theyreceive is determined by their contract. )entity (A structure used to manage data. Microsoft Dynamics CRM entities include Account, Case, and Activity. )See also: record type (A group of records. For example, all account records are grouped as the Account record type.Also called an entity. )equipment (The tools or assets used to perform a service activity. )See also: facility (A physical space, such as a conference room or service bay, where a service activity can beperformed. ), resource (A user that performs a service, or the equipment or facility that is required for a service. ),Microsoft Dynamics CRM 4.0 User’s Guide 481