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customization and extensions

CRM Customizations
Microsoft Dynamics CRM provides a set of easy to use customization tools that allow you to customize or supervise the customization of your CRM deployment, without the needs of extensive training. Once familiarized with the basic features of sales, marketing and customer service, customization is just an extension of those modules. It is important to have a high-level understanding of the customization capabilities and the right features to use. The diagrams below detail the different customizations capabilities of Microsoft Dynamics CRM

Entity Customizations

Easily Customize the look and feel of your Microsoft Dynamics CRM data

Microsoft Dynamics CRM provides you the ability to modify how you view your data via:
  • Form Customizations
  • View Customizations
  • Chart Customizations
  • Attributes, Constraints, Behaviors, Relationships and Mapping

Front End Customizations

Easily Customize the look and feel of your Microsoft Dynamics CRM interface

Microsoft Dynamics CRM provides you the ability to modify the behavior of your forms, views and application:
  • Form and Field Level Scripting
  • Command Bar (Ribbon) Customizations
  • Site Map Customizations
  • Site Theme Customizations (CRM 2015 SP1)
  • Embedded Web Resources

Process Customizations

Easily Customize processes and behavior based on user interaction

Microsoft Dynamics CRM provides you the ability to modify the behavior of your application based on user events:
  • Workflows and Real-Time Workflows
  • Business Process Flows
  • Business Rules
  • Actions
  • Dialogs

Backend Server Extensions

Extend the behavior of your applications based on user interaction

Microsoft Dynamics CRM provides you the ability to extend the default behavior of the application by extending the business logic based on user events:
  • Plugin Development
  • Pre-Operation and Post-Operation Messages
  • Custom Workflow Activities
  • Custom Actions

Security Configuation

Set the different security roles and priviliges for your user access

Microsoft Dynamics CRM provides you the ability to modify the access and priviliges to the system for your different user groups:
  • Security Roles
  • Security Profiles
  • Users, Teams and Business Units
  • Access Teams
  • Ownership

Report Customizations

Easily create reports and dashboards with built-in features

Microsoft Dynamics CRM provides you the ability to create reports and dashboards using wizard, or your can create your custom reports and upload them to CRM using SQL Server Reporting Services:
  • Reporting Wizard Reports
  • SSRS and FetchXml Reports
  • Connected Excel Reports
  • Dashboards and Charts

Customization advantages and metadata

Microsoft Dynamics CRM uses a meta-data driven design that allows for easier upgrades, powerful extensions and integrations, and a large number of experts and resources to help you customize the application. Since version 1.0, Microsoft has been developing a set metadata-driven tools to help you change Microsoft Dynamics CRM so that it fits your business without the need for a developer to write any code.

The code of the Microsoft Dynamics CRM application is not modified, but developer can use Web Services and XML configurations to add custom extensions to Microsoft Dynamics CRM. Because the Web Services and XML provide a consistent interface in each new version of Microsoft Dynamics, customized extensions can be safely upgraded.

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