We are trying to use dynamics crm 365 for our insurance agency broker company.
like we have agency(company), agent (1099 license agent), insurance carrier. and we are not sure
which crm default entities should be fitted above 3.
We understood we can customized by adding new one entity. but we just try to follow what crm already have so I hope I can find experts here know what to do.
8/22/2022 - Mon
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