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

The concepts of Dynamics CRM administration


Similar to any other platform, Dynamics CRM requires constant care and attention. An administrator of the system has the task of monitoring the system, analyzing its performance, and intervening where necessary to make improvements.

In a standard out-of-the-box configuration, all the system management options are collected in the SETTINGS area. You can reach this by going to the navigation bar at the top of the screen and selecting SETTINGS from the options presented, as shown in the following screenshot:

Note

When working with a heavily-customized system, the SETTINGS area might be removed, renamed, or relocated to a different location on the navigation bar. In addition, some options can be removed entirely. The navigation and settings options are security-trimmed so that the user can only access the settings options that they are allowed to.