In the previous chapter, we looked at the basics of working with entities in Dynamics CRM and the essentials of customizing these entities. Now it's time to look at how the Dynamics CRM platform impacts our business and how we can tailor it to fit most, if not all, of our business needs.
This chapter will look at the following topics:
Processes
Types of processes
Dialogs
Workflows
Business rules
Business process flow
We'll be looking at how to work with each of the elements that comprise the sales, service, and marketing modules. We will also go through the customization options, and how we can extend the system to fit new business requirements.