Learn which tables in Dynamics 365 Sales are used to store data about customers and phone calls. Discover how the Account and Activity tables capture this critical CRM information.
Table of Contents
Question
You are teaching a Dynamics 365 Sales course to app makers.
You explain the following data configuration:
- The customer’s name is the company name.
- Phone calls and appointments with companies and their employees can be associated with the appropriate records.
You need to specify where customer and phone call data are stored.
In which tables is the data stored?
Data: Customer
Table:
A. Users
B. Contact
C. Account
D. Team
Data: Phone calls
Table:
A. Activity
B. Subject
C. Annotation
D. Account
Answer
Data: Customer
Table: Account
Data: Phone calls
Table: Activity
Explanation
The customer data (company name) is stored in the Account table (C). The Account table represents companies and organizations that your business interacts with. It contains fields like name, address, industry, and other key details about the customer.
The phone call data is stored in the Activity table (A). The Activity table tracks interactions and communications with customers, such as phone calls, appointments, tasks and emails. Each activity record is associated with the relevant account, contact, lead, opportunity, or other record types. The Activity table captures information like the subject, duration, direction (inbound/outbound), and outcome of the phone call.
By storing customer data in the Account table and phone call data in the Activity table, Dynamics 365 Sales allows you to easily associate interactions with the appropriate company and contact records. This provides a complete view of your relationship and communications history with each customer.
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