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

Templates


The Templates section under Settings allows you to define standard templates for knowledge-based articles, templates for e-mail messages, contract templates, and mail merge templates.

The Article Templates section allows you to create simplistic templates for knowledge-based articles through a wizard-based interface. You can create various sections within a template, and you have limited options to modify the text properties.

Note

An article template must be activated before it can be used to generate new knowledge-based articles.

The Email Templates area allows you to define specific dynamic templates to be used when e-mailing from the system. These templates can include dynamic data from related records as well as standard formatting supported by the most common e-mail clients.

Dynamics CRM already comes with a set of predefined e-mail templates. You can modify these, remove them, or create new ones, as needed.

The Contract Templates area allows you to manage and create templates that...