Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 1. Getting Started

Microsoft Dynamics CRM is offered in a variety of deployment scenarios. From the standard on-premise deployment to a private cloud or an online cloud offering from Microsoft, the choice depends on each customer, their type of project, and a large number of requirements, policies, and legal restrictions.

In this chapter, we will cover the following topics:

  • Dynamics CRM

  • Prerequisites to customize CRM

  • Setting up Dynamics CRM

  • Integrating Dynamics CRM Online with Outlook

We will first take a look at which environment we need to complete the examples presented in the book. We will create a new environment based on a Microsoft Dynamics CRM Online trial. This approach will give us 30 days to experiment with an environment for free.