| Entities / Tables | Core data structure (e.g., Account, Contact, Lead, Opportunity); stores business data. |
| Forms | UI for users to interact with data; customizable per role and device. |
| Views | Define how lists of records are displayed; used in grids, lookups, dashboards. |
| Dashboards | Visual insights using charts, KPIs, and data views; used for user-specific reporting. |
| Business Process Flows | Guide users through standardized business stages (e.g., sales or case resolution). |
| Business Rules | No-code logic to show/hide fields, set default values, enforce validation. |
| Workflows (Classic) | Legacy process automation for background tasks like email notifications. |
| Power Automate (Flows) | Modern, cloud-based automation for tasks, approvals, and integrations. |
| Plugins | Custom server-side logic triggered by platform events (e.g., create/update/delete). |
| Custom Workflow Activities | Custom C# logic used in classic workflows for reusable business operations. |
| JavaScript (Client Scripts) | Runs on forms for real-time validation or dynamic field control. |
| Security Roles | Control user access at entity, field, and record levels. |
| Teams / Business Units | Used for structuring user access and data ownership. |
| Solutions | Package and deploy customizations across environments (managed/unmanaged). |
| Power Pages | External-facing portals for customers or partners to interact with CRM data. |
| Dataverse | The underlying data platform used to store, secure, and manage data. |
| Model-driven Apps | Customized UI apps built using Dataverse tables and views for specific roles. |
| Web Resources | Store HTML, JS, CSS, images used in forms and custom interfaces. |
| Audit History | Tracks changes at field level for compliance and traceability. |
| Field-Level Security | Restricts visibility of sensitive data to specific users/roles. |
| AI Features / Copilot | Offers recommendations, automation, and insights based on business data. |
| Power BI Integration | Advanced reporting and dashboarding with CRM data via live or scheduled refresh. |
| Mobile App Support | Access CRM data and functionality via official Dynamics 365 mobile apps. |