Microsoft Dynamics CRM 2013 Customization
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This document discusses Microsoft Dynamics CRM 2013 customization. It provides a recap of Microsoft Dynamics variations and advantages. It discusses supportive vs. unsupportive customizations, publishers, solutions, and entities. It covers source control and deployment considerations for customizations. The presentation aims to educate about customizing Microsoft Dynamics CRM 2013 applications.
Microsoft Dynamics CRM 2013 Customization
- 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