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

Data Management


The Data Management section can be found by going to Settings | System. As you can see in the following screenshot, it is here that you configure Duplicate Detection Rules and Duplicate Detection Jobs, carry out a bulk record deletion, manage the mapping of imported data, and manage import jobs. You can also load or remove sample data for development environments from here.

The Duplicate Detection Settings section allows you to enable or disable duplicate detection and provides options for some of the most common scenarios when duplicate detection should run. You can check for duplicates on a record being created and updated or on Outlook going offline, coming back online, and during data import.

In the Duplicate Detection Rules section, you have the ability to enable some of the out-of-the-box rules provided or to create new rules and update the existing ones. For a rule to be active, it must be published. When you are editing rules, you must unpublish the rule first, make...