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

Entity elements


Within a solution, we work with various entities. In Dynamics CRM, there are three main entity types:

  • System entities

  • Business entities

  • Custom entities

Each entity is composed of various attributes, while each attribute is defined as a value with a specific data type. We can consider an entity to be a data table. Each row represents and entity record, while each column represents an entity attribute. As with any table, each attribute has specific properties that define its data type.

The system entities in Dynamics CRM are used internally by the application and are not customizable. Also, they cannot be deleted.

As a system customizer or developer, we will work mainly with business management entities and custom entities. Business management entities are the default entities that come with the application. Some are customizable and can be extended as required. Custom entities are all net new entities that are created as part of our system customizations.

The aspects related to customizing...