Configuration Tools
We previously mentioned three tools that are used in the configuration of Microsoft CRM. These tools and the functions they provide are listed here:
Adds a license key to the system
Creates new schema fields
Maps fields from one object to another
Publishes, imports, and exports Microsoft CRM configuration files
Changes field values
Adds values and constraints to fields
Adds and removes tabs from screens
Adds and removes sections from screens
Adds and removes fields from screens
Modifies existing views
Adds new views
Workflow Manager (covered in Chapter 12)
System Customization is located in the Microsoft CRM Web client under the Settings area. To view and use System Customization, you must be associated with a user role that has the proper privileges. Because System Customization enables the modification of fields and forms, it will normally be visible only to Administrators of the system.
Deployment Manager is a client server application that is installed on the Microsoft CRM server. You can access it by logging into the server and selecting Start, Programs, Microsoft CRM, Deployment Manager.
Workflow Manager is a client server application that is installed on the Microsoft CRM server. You can access it by logging into the server and selecting Start, Programs, Microsoft CRM, Workflow Manager. Workflow Manager is covered in Chapter 12.