Summary

Microsoft has provided clean and powerful ways to customize Microsoft CRM. Although there is quite a bit that we can do with version 1.0, there will be much more in the future. For a glimpse of the direction Microsoft will be taking CRM, take a look at Chapter 21. Most notably, it is expected that in version 3.0 of Microsoft CRM the ability to add new objects will be added.

In this chapter, we looked at the types of customizations you can implement with Microsoft CRM and we've reviewed several real examples including link page, Web resources, outlook import, clone button, and activity summary.

Each of these examples takes advantage of different parts of the Microsoft CRM API. This API, which is exposed as Web services, provides a tremendous amount of functionality for customization.

Acknowledgement

This chapter was coauthored by Jeremie Desautels. Jeremie is a Microsoft Certified CRM Professional and Microsoft Certified Solution Developer. Jeremie is co-founder and Chief Technology Officer of c360 Solutions, Inc. He is also the Technical Editor of this book. Jeremie developed the Web resources customization, Outlook import, and clone customization discussed in this chapter. Jeremie can be reached at [email protected]