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

Summary


Throughout this chapter, we looked at the main component of the three system modules: an entity. We defined what an entity is and we looked at what an entity is composed of. Then, we looked at each of the components in detail and we discussed ways in which we can customize the entities and extend the system. We investigated ways to visually represent the data related to entities and how to relate entities for data integrity. We also looked at how to enhance entity behavior with business rules and the limitations that the business rules have versus more advanced customizations, using scripts or other developer-specific methods.

The next chapter will take you into the business aspect of the Dynamics CRM platform, with an in-depth look at all the available business processes. We will revisit business rules, and we will take a look at other ways to enforce business-specific rules and processes using the wizard-driven customizations available with the platform.