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

Prerequisites to customize Dynamics CRM


First and foremost, in order to follow through with the information presented in this book, you will need an instance of Dynamics CRM 2015. The following sections will describe how to obtain a 30-day trial instance in detail.

Also, in order to subscribe to a 30-day trial, you will need a Microsoft Live account. You can obtain an account by going to http://www.outlook.com. In the page presented, in the bottom right-hand corner, you will find the Sign up now link, as shown here:

Follow the instructions on this link and create your account if you don't have one already.