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 views and charts


Entity views are the queries saved against the system data. These queries apply filters to the present subsets of data as needed. The views also contain formatting details regarding how the data will be displayed, columns, and order. Views can be defined programmatically or using XML. When using XML, views can be exported, modified, and reimported back into Dynamics CRM. Using an unmanaged solution, the entity can be exported and the XML can be modified and then reimported into the organization.

An entity view is a saved query that is available globally throughout the organization. A view can also be defined at the user level and shared with other users. Each entity can have multiple views, with various filter conditions and formatting.

Dynamics CRM supports personal views as well as system views. A system view is a view that is deployed as part of a solution by an administrator. It is available to the whole organization. Personal views can be created by users. Once...