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

Chapter 6. Dynamics CRM Administration

In the previous chapter, we looked at the various social aspects integrated into Dynamics CRM. We discussed various topics ranging from the social pane to integration with MSL and Yammer as well as the available insight component from InsideView and the full-blown solution provided by them.

In this chapter, we will take a look at the following topics:

  • Administration concepts

  • The SETTINGS area

  • Administration

  • Business management

  • Service management

  • Working with templates

  • Working with products

  • Monitoring system jobs

  • Configuring e-mails

  • Configuring SharePoint integration

  • Auditing

  • Managing processes

This is by no means an exhaustive description of all the administrative options available in Dynamics CRM; a whole book can be dedicated to this topic. In this chapter, we will discuss the most commonly-used configuration options that an administrator of the system will work with on a day-to-day basis.