Understanding the customization concept

The customization feature in any business application helps us to modify it without writing any code. Just like earlier versions, Microsoft Dynamics CRM 2015 also provides great flexibility to System Customizers and System Administrators to customize CRM application capability and behavior using out-of-the-box tools. Just like other business applications available on the market, Microsoft is also making their CRM product more and more customizable for business users, who are basically non-technical users.

Most of the new features introduced in Microsoft Dynamics CRM 2015 can be customized from out-of-the-box designers available in the application and don't require any coding skills. If you are a Microsoft Dynamics CRM developer and have worked in it since the earlier versions, you might have noticed how Microsoft Dynamics CRM is moving to no-code customization. For example, using business rules a business user can define simple form field validation using an out-of-the-box designer, business process flow can be designed using the process designer, and global searches can be configured to search data in multiple entities.

While working in Microsoft Dynamics CRM 2015 we customize different components to map these components with our specific business processes. The following are the components that can be modified from the Microsoft Dynamics CRM 2015 application:

  • Entity metadata, business rules, and solutions
  • Business process flow, workflow, dialogs, and actions
  • Dashboards, reports, and charts
  • Sitemaps and command buttons
  • Field-level security profiles and security roles
  • Templates
  • Web resources

Note

You need to have the System Customizer or System Administrator role to customize the Microsoft Dynamics CRM 2015 application.

We will be working on customization features in later topics, where we will learn how we can change the Microsoft Dynamics CRM 2015 application UI, navigation, and other components.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
18.226.34.151