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 2. Dynamics CRM Application Structure

In the previous chapter, we described how to get a Dynamics CRM Online environment up and running, and how to configure your Outlook to integrate with this environment. With this environment available to us, we can start looking at some of the components of this system. We will be investigating the modules that come as standard parts of Microsoft Dynamics CRM and the features of each of these modules.

This chapter is structured into four main categories. They are as follows:

  • The Dynamics CRM modules

  • The Dynamics CRM application elements

  • The extensibility options

  • Application navigation

Microsoft Dynamics CRM is Microsoft's platform for customer relationship management. This system allows a company to manage interactions with past, current, and future customers. Usually, a CRM system is a part of a bigger picture, involving customer service, customer experience, customer retention, and other aspects. The CRM platform fits in this puzzle as a software...