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Microsoft Dynamics CRM 2016 Customization

You're reading from   Microsoft Dynamics CRM 2016 Customization Use a no-code approach to create powerful business solutions using Dynamics CRM 2016

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Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785881510
Length 374 pages
Edition 2nd Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (8) Chapters Close

Preface 1. Getting Started 2. The Dynamics CRM Application Structure FREE CHAPTER 3. Dynamics CRM Customization 4. Building Better Business Functionality 5. Dynamics CRM – Additional Features 6. Dynamics CRM Administration Index

Components of Solution


Solutions are comprised of a few core components. These components are created using the customization tools available or the APIs provided. These components are part of the following application:

  • Solution Schemes are definitions of system entities, attributes, and relationships. They also include definition of Global Option Sets.

  • User Interface Elements are items such as the Application Ribbon, the Site Map, Entity Ribbons, the definition of Entity Forms as well as web resources.

  • Analytics elements include things such as Graphs, Dashboards, and Reports.

  • Templates are definitions used for Mail-Merge, E-mails, Contracts, and Knowledge Base Articles.

  • Security Model definitions include the various Security Roles as well as the definition of Field Level Security profiles.

  • Processes and Code elements include the definition of Processes as well as custom code elements. We will not cover custom code elements in this book, but we will have a look at the various Process types...

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