This chapter is going to help you learn the customization features of Microsoft Dynamics CRM 2015. We will discuss different customization concepts and we will learn how we can customize Microsoft Dynamics CRM 2015 using tools available in the CRM UI. In this chapter we will be creating a sample application for a training company. We will discuss the following topics:
- Training solution scope
- Training solution design
- Understanding the customization concept
- Customizing Microsoft Dynamics CRM 2015
- Setting up a training catalog
- Understanding security
- Testing customization
In this chapter, we are going to create a solution for a training company called Diksha Trainers. Diksha Trainers specialize in Microsoft technologies. They run different online and corporate training programs on different Microsoft technologies such as .Net, ASP.NET, Testing Automation, Microsoft Dynamics CRM, Ax, and GP trainings. They want to use Microsoft Dynamics CRM 2015 to manage their different training programs and other training requirements.
HIMBAP, a team of Dynamics CRM experts, is going to help Diksha Trainers and will use Microsoft Dynamics CRM as a platform to build a solution for them. We will be using Microsoft Dynamics CRM 2015 out-of-the-box features to customize and implement training application requirements. In the initial solution they want the following features:
- Capture training requests using e-mail, phone, and direct entry
- Should able to attach course contents to training requests
- Maintain a list of the corporate clients
- Maintain a list of the contacts from clients
- Maintain a list of trainers
- Maintain different technology training
- Send notification to client and trainers
- Complete solution for executing training requests