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

Business versus custom entities


As mentioned previously, there are two types of customizable entities in Dynamics CRM. They are business entities and custom entities. Business entities are customizable entities that are created by Microsoft and come as part of the default solution package. They are part of the three modules: sales, service, and marketing. Custom entities are all the new entities that are being created as part of the customization and platform extending process.

Business entities

Business entities are part of the default customization provided with the application by Microsoft. They are either grouped into one of the three modules of functionality or are spread across all three. For example, the account and contact entities are present in all the modules, while the case entity belongs to the service module. Some other business entities are opportunity, lead, marketing list, and so on.

Most of the properties of business entities are customizable in Dynamics CRM. However, there...