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

Business management


Business management is the area where you can handle most of the initial system configuration as well as managing the common aspects of the system. In here, you can configure the Fiscal Year Settings window. The fiscal year setting is usually configured at the time of system creation. Rarely in the life of a business will the fiscal year change.

In this area, you can configure the fiscal year's Start Date and Fiscal Period Template as well as the formatting options to be used for display throughout the system.

Chances are that, once you've initially configured these settings, you might not have to touch them again for a very long time, if ever. The following screenshot shows how the Fiscal Year Settings window looks:

The Business Closure section allows you to define the standard holidays for each year in the system as well as certain company-specific closures. Usually, these settings are configured at the beginning of a year. These settings work in conjunction with the service...