Summary: Dynamics CRM Customizing Entities Tutorial Part-1 Pdf free download
Caution:
One of the most powerful features of Microsoft Dynamics CRM is that you can customize (or configure) all entities, such as Accounts, Contacts, and Opportunities.Navigate to the main entities customization screen by going to Settings and Customizations, and you will see that you can customize entities in several ways (see Figure 23.1). You can customize existing entities or create new entities. This version of CRM 2011 adds new ways to customize an entity without having to go this Setting area but going to any entity and either opening a Form of an entity and clicking on the customization tab on the ribbon will be enough to start making changes.
Customization Principles:
The most basic principle is that Microsoft CRM is built in an n-tier model with the user interface layers (web client and Outlook client) on the top, the application layer in the middle, and the database layer represented by the SQL Server on the bottom. so always make the customizations following the principles.
If you are an expert SQL database administrator or developer, you might be tempted to create database triggers or stored procedures, or change the database schema.However, we strongly recommend that you not touch the database directly in any situation. Doing so is considered an unsupported customization and might cause the application to break or fail.
Note:
Two kinds of customization characteristics exist when working with Microsoft Dynamics CRM: supported and unsupported.
We outline only supported customizations that follow Microsoft best practices and will generally not fail when the product is upgraded.Unsupported customizations might perform any function, but they fall outside the range of Microsoft’s testing when considering upgrades, database schema changes, and
support rollups.
Unsupported customizations can have the following results:
Microsoft Dynamics CRM Customizing Entities Tutorial Part-2 Pdf free download
Note:
Two kinds of customization characteristics exist when working with Microsoft Dynamics CRM: supported and unsupported.
We outline only supported customizations that follow Microsoft best practices and will generally not fail when the product is upgraded.Unsupported customizations might perform any function, but they fall outside the range of Microsoft’s testing when considering upgrades, database schema changes, and
support rollups.
Unsupported customizations can have the following results:
- Service packs might fail, break, or not install.
- Upgrades to the product might cause unexpected results or fail entirely.
- The application or database might become unstable and fail to work.
Microsoft Dynamics CRM Customizing Entities Tutorial Part-2 Pdf free download
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