Summary

Throughout this chapter, we looked at some of the most important elements comprising the Microsoft Dynamics CRM platform. We have reviewed the three standard modules structuring the default Dynamics CRM platform: Sales, Service, and Marketing. We also looked at the major components of these modules, and how they relate to a specific module or work across multiple modules. We also looked at entities, what an entity is in the context of Dynamics CRM, and we reviewed Dashboards, Reports, and the default Navigation through the application. At this point, we should have an understanding of how everything ties together, and what to look for when we need to customize the system.

The next chapter will take you through some of the most common elements comprising an entity, the available customization options as well as working with existing and new entities.