Chapter 1. Overview of Dynamics CRM 2011 Customization

In this chapter, we will cover:

  • Opening a free 30-day trial of Dynamics CRM 2011 Online
  • Using solutions to package our work
  • Creating and managing entities
  • Creating and managing fields
  • Creating and managing forms
  • Creating and managing scripts
  • Creating and managing other resources
  • Creating and managing workflows
  • Creating and managing dialogs
  • Starting a workflow from a dialog
  • Working with security roles and permissions

Introduction

One of the most useful features of Dynamics CRM is the use of scripting. Version 2011 brings a new object model that is much clearer and concise. Using this object model guarantees that future cumulative updates will not break your scripts, thus it is highly recommended that you convert your old scripts that are using Dynamics CRM 4.0 or standard JavaScript to the new object model as much as possible.

The new object model revolves around the Xrm.Page object hierarchy, and brings capabilities to manipulate user interface elements, user forms, and navigational elements. While at first glance the new syntax might seem overwhelming, with some practice it can prove easy to learn.

The object hierarchy of Xrm.Page is described in detail on TechNet, at http://technet.microsoft.com/en-us/library/gg328474.

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