Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By : Neil Benson
Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By: Neil Benson

Overview of this book

Whether you are a consultant for a Microsoft partner, an IT professional, a developer working for a Microsoft customer, or a freelance CRM consultant; this book is the ticket to advancing your career. Stand out in the crowd by obtaining certification MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official course syllabus including all the topics and procedures you need to know to pass the exam. 'Test Your Knowledge' sections at the end of each chapter offer a 75-question sample exam to help you practice and master the certification test.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official syllabus for course 80294B including a 75-question practice exam.If you're new to Microsoft Dynamics CRM or Microsoft certifications then the book kicks off with an overview of both topics before diving into the official syllabus. There are in-depth chapters covering customization basics, the organization structure, entity and attribute customization, entity relationships, user interface customization, auditing, and solutions. Each chapter includes detailed procedures that you need to know for the exam as well as a self-test section to review your learning.Microsoft endorses IT pros and developers who've proven their expertise by attaining the certification. Use this book to supercharge your career by giving yourself an advantage. Stand out in the crowd!
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Custom fields


Almost all implementations of Microsoft Dynamics CRM involve customized fields. Even the out-of-the-box implementations, where the objective is to avoid customization and custom development by using only standard features, often involve renaming some entities, fields, and option set values.

Microsoft Dynamics CRM 2011 provides web-based, graphical features for field customization so that most business requirements can be achieved without any specialist programming skills.

In this section we will discuss:

  • Introduction to fields

  • Field datatypes

  • Field properties

  • Customizing fields

  • Creating custom fields

  • Modifying existing fields

Introduction to fields

In Microsoft Dynamics CRM, a field (also known as an attribute) represents a characteristic of an entity that your organization needs to manage as part of its business process.

For example, if your organization provides insurance, it will need to manage information about its insurance policies—policy number, start date, end date, premium...