Introduction to Microsoft Dynamics CRM 2013 customization and configuration.

1. Microsoft Dynamics CRM 2013
Customization
SANDUN PERERA
GEVEO AUSTRALASIA
20TH AUGUST 2014

2. I’m going to talk about…
• Recap from last presentation
• Supportive and Unsupportive customizations
• Publishers
• Solutions
• Entities
• Source control
• Deployment

3. Recap
• Microsoft Dynamics variations
• Microsoft Dynamics AX (ERP)
• Microsoft Dynamics GP (ERP)
• Microsoft Dynamics NAV
• Microsoft Dynamics SL
• Microsoft Dynamics CRM
• Advantages of using MS Dynamics
• Security
• Workflow
• Reporting
• User Interface
• Office Integration
• Data Modeling
• Web Services

4. Supportive and Unsupportive customizations
• Officially provided customization tools
• Web UI
• SDK
• Web resources
• Html
• JavaScript
• Any other methods
• Directly modifying files
• Directly manipulate the database

5. Publishers
• Can have multiple publishers
• Define the publishing settings
• Solution must have a publisher

6. Solutions
• A group of related customization
• Separation of concerns (SOC)
• Unmanaged vs. Managed
• Inter-dependency

7. Entities
• A database entity
• Fields
• Relationships
• Forms
• Views

8. Source control
• What is the source to take care of?
• SDK – SolutionPackager.exe

9. Deployment
• Managed solutions only
• Destination is a different organization

10. References
• CRM Developer Center
• http://msdn.microsoft.com/en-us/dynamics/crm/dn467921.aspx
• Microsoft Dynamics CRM Community
• https://community.dynamics.com/crm/b/survivingcrm/archive/2013/08/21/your-essential-
toolkit-for-microsoft-dynamics-crm.aspx
• PowerObjects
• http://www.powerobjects.com/
• Videos & eBooks
• http://www.microsoft.com/en-us/dynamics/crm-customer-center/videos-ebooks.aspx

11. Thank you!
http://sandunangelo.blogspot.com