Summary

Configuration is defined as changes we can make to the system using the Microsoft CRM-specific configuration tools Microsoft has provided. Customization refers to changes made using development tools and code.

Microsoft CRM configuration is accomplished using the settings tab on the Microsoft CRM Web client as well as two client-server tools on the Microsoft CRM server. Those tools are Deployment Manager and Workflow Manager. Workflow is covered in the next chapter.

Deployment Manager is used to add licenses, users, custom fields, and custom entity mappings. In addition, it allows you to configure your CRM server(s) as well as publish customizations you have made.

The Settings tab is where you can make changes to the screens, adding tabs and fields and modifying or removing fields. The Settings tab also allows you to add users, and to configure security, email templates, announcements, subjects, and product information.

A lot can be done to make Microsoft CRM work in your business, but be sure and plan your business objectives before setting out to make changes.