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

Solutions


When we are talking about customizations for Microsoft Dynamics CRM, one of the most important concepts is the solution. The solution is a container of all the configurations and customizations. This packaging method allows customizers to track customizations, export and reimport them into other environments, as well as group specific sets of customizations by functionality or project cycle. Managing solutions is an aspect that should not be taken lightly, as down the road, a properly designed solution packaging model can help a lot, or an incorrect one can create difficulties.

Using solutions is a best practice. While you can implement customizations without using solutions, these customizations will be merged into the base solutions and you will not be able to export the customizations separately from the core elements of the platform.

Note

For a comprehensive description of solutions, you can refer to the MSDN documentation available at http://msdn.microsoft.com/en-gb/library/gg334576...