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 processes available for customization in Dynamics CRM. We determined which type of process applies to which scenario, and when one type is better suited than another. We also looked at business rules and the business process flow, and how to use business rules to enforce and visually enhance the user experience. We also saw examples of creating these processes, and building complex relationships where one process can be triggered from another.

In the next chapter, we will look at the social aspect of Dynamics CRM, and some of the new tools introduced with the newer versions of the platform.