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

Administration


The Administration area can be found by going to Settings and then System. Here, you are presented with the general system settings for the organization. The following screenshot shows the Administration window:

As you can see if you have worked with the previous versions of the product, the options have been reorganized and streamlined. The Administration section now includes only the organization's administrative items, while all the configurations related to security and other items have been moved and relocated to their own respective areas.

Let's take a look at each option individually and see what it does.

The Announcements area allows you to define organization-wide announcements. This can be used for the notifications that all system users should receive. When defining an announcement, you must provide a title and a body containing the announcement details. Additionally, you can provide a URL that links to additional details or an external source and an expiration date...