MS-Dynamics CRM Module

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Getting Started with MS Dynamics CRM

Working With Microsoft Dynamics CRM Module-5

Customizations for Microsoft Dynamics

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginners Gide !or "icroso!t #$namics %&". The

docment !ocses on cstomi'ing "S #$namics.(oin or pro!essional

training program and learn !rom e)perts.

History:Version Description Change uthor !u"lish Date#$% &nitial Draft Chandra !rakash 'harma %#th ug (#%)#$% Re*ie+,% 'umit oyal %#th ug (#%)

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Contents%stomi'ations !or "icroso!t #$namics %&" +nline........................................................

T$pes o! %stomi'ations ................................................................................................

Soltions ........................................................................................................................

%stomi'ing /ields .........................................................................................................0

%stomi'ation %oncepts .............................................................................................0

/ield #ata T$pes ......................................................................................................... 0

How to %reating %stom /ields in "icroso!t #$namics %&" +nline.............................1

/ield Properties ......................................................................................................... **

+ption Sets ............................................................................................................... *

%reating +ption Sets ............................................................................................. *

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Customizations for Microsoft Dynamics CRM .nline

"icroso!t #$namics %&" +nline to more closel$ 3t $or organi'ations indstr$,

nomenclatre, and ni4e bsiness processes b$ cstomi'ing the service.

/elo+ e0ample sho+ customizations:

1ntity :Entit$ item with properties that $o trac5, sch as a contact or accont. /or an

entit$ $o might trac5 properties sch as compan$ name, location, prodcts, email,

and phone.

Work2o+ :6or57ow set o! rles that rn on demand or are triggered to rn

atomaticall$.

3ield :/ield propert$ o! an entit$, sch as compan$ name.

3orm :/orm set o! data-entr$ 3elds !or a given entit$ that matches the items that $or

organi'ation trac5s !or the entit$.

&nterface :The bttons, labels, and controls o! the ser inter!ace.

Reason for the customization :

1ntity :8o can create or modi!$ the name or properties o! an entit$ that $or

organi'ation wants to trac5.

Work2o+ :8o can create or modi!$ wor57ows to rn in accordance with the wa$ $or

organi'ation wor5s.

3orm :8o can create a new !orm based on an e)isting !orm, and then cstomi'e the

!orm to sit $or organi'ations needs.

3ield :8o can de3ne entit$ properties that $o want to trac5.

&nterface :I! the sers in $or organi'ation 3nd the term %ommit more !amiliar than

the term Go.

4ypes of Customizations :

4here is four type customization a*aila"le in Microsoft Dynamics CRM online :

%$ Customize the 'ystem :8o can create, modi!$ or delete components in $or

organi'ation. %omponents inclde entities, 3elds, relationship, !orms, report, process

and other.

($ 'olutions :%reate, modi!$, e)port or import a managed or nmanaged soltions.

$ !u"lishers :%reate, modi!$ or delete a soltions pblisher.

)$ De*eloper Resources :9iew in!ormation or download 3les that help $o developer

application and e)tensions !or "icroso!t #$namics %&".

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'olutions :

: soltion is a bc5et where all the cstomi'ation components o! a particlar

pro;ect are stored.

Soltions are how cstomi'ers and developers athor, pac5age, and maintain

nits o! so!tware that e)tend "icroso!t #$namics %&" 2


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Managed 'olution and 7nmanaged 'olution :

7nmanaged 'olution:

The beginning state o! soltion is the nmanaged soltion state.

:n nmanaged soltion is one that is still nder development or isnt intended to be

distribted.

#ring this phase, $o can add, edit, pdate, remove, delete, and test an$ o! the

components o! the soltion.

8o also have the abilit$ to create restrictions on the components within the soltion.

Managed 'olution :

: managed soltion is a completed soltion that is intended to be distribted andinstalled.

The$ are created b$ e)porting an nmanaged soltion b$ setting restrictions to prevent

an$ !rther cstomi'ations.

The$ are installed in addition to the s$stem soltion.

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'olution Components :

Customizing 3ields :

Customization Concepts :

"icroso!t #$namics %&" is designed to allow s$stem administrators and sers the

7e)ibilit$ o! cstomi'ing and con3gring the s$stem to meet their speci3c needs.

Re8uirements for customization:The right@privileges to ma5e changes.

: strctred methodolog$ !or implementation.

>nderstanding o! the bsiness process.

/amiliarit$ with the application architectre.

nd also include ma9or types of customizations :



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%stomi'ing the schema.

%stomi'ing reports and dashboards and creating web resorces.

:tomations sing wor57ows and dialogs.

%stomi'ing !orms, views and charts.

3ield Data 4ypes :

!ossi"le data types for a eld :

Data 4ype 3ormat ;otes

'ingle

1mail

4e0t

4e0t area

4icker

'ym"ol

7R ccepts a money eld =+ith optional

le*els of precision> +ithin the specied

range$



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Currency

10change

Rate

lookup data type +hose *alue must

"e set "efore you can set the *alue of a

eld +ith a currency data type$

4his has a decimal num"er data type$

Multiple

4his is a scrolling te0t "o0? llo+s up to

%##?### characters of te0t$

Date and

4ime=datetime>

Date .nly

Date and

4ime

ccepts a date *alue$

ccepts a date and time *alue$


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'tep ( :E)pend 1ntities, then e)pend o"9ect =ccount>, then select 3ieldsand

clic5 on ;e+lin5, see below.

'tep :Enter the #ispla$ Dame, select /ield Secrit$, select data t$pe, !ormat

ma)imm length, then clic5 on 'a*e and Closebtton.



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'tep ) : :!ter then clic5 on !orms nder the accont, then select /orms name

:ccont=.

'tep 5 :#rag and drop /ield name then clic5 on sa*e, then pu"lisha!ter then clic5 on

'a*e and close btton

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'tep E :%lic5 on !u"lish ll Customizationsbtton.

'tep :%hec5 this 3eld add or not.

Go to navigation clic5 on "icroso!t d$namics %&", then select Service, then accont,

then clic5 on new accont. $o can see here Bisp accont 3eld is available. see below.

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3ield !roperties :

'tep % :ogin in "icroso!t #$namics %&" +nline accont, Then nder the navigation

panel clic5 on Microsoft Dynamics CRM, then clic5 'etting, then %lic5

Customizationand a!ter then clic5 on Customization the 'ystemlin5. see below.



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'tep ( :E)pend 1ntities, then e)pend o"9ect =ccount>, then select 3ields?then

chec5ed 3eld name, clic5 on More ctionstab and clic5 on Managed !ropertieslin5

, see below.

'tep : Set "anaged Properties b$ selecting radio bttons, then clic5 on 'etbtton.



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'tep ) :%lic5 on 'a*e and Closebtton, then clic5 on !u"lish ll Customizations

btton.

.ption 'ets :

+ption Sets are a 3eld t$pe similar to a pic5 list. I! $o want to be able to se this set in

mltiple entities withot having to create them ever$ time, $o can create a global

option set.

option sets to set 3elds so that diFerent 3elds can share the same set o! options, which

are maintained in one location. 8o can rese global option sets.

Creating .ption 'ets :

'tep % :ogin in "icroso!t #$namics %&" +nline accont, Then nder the navigation

panel clic5 on Microsoft Dynamics CRM, then clic5 'etting, then %lic5Customizationand a!ter then clic5 on Customization the 'ystemlin5. see below.

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MS-Dynamics CRM Module