Chapter 1. Getting Started

Microsoft Dynamics CRM is offered in a variety of deployment scenarios. From the standard on-premise deployment to a private cloud or an online cloud offering from Microsoft, the choice depends on each customer, their type of project, and a large number of requirements, policies, and legal restrictions.

In this chapter, we will cover the following topics:

  • Dynamics CRM
  • Prerequisites to customize CRM
  • Setting up Dynamics CRM
  • Integrating Dynamics CRM Online with Outlook

We will first take a look at which environment we need to complete the examples presented in the book. We will create a new environment based on a Microsoft Dynamics CRM Online trial. This approach will give us 30 days to experiment with an environment for free. ...

Get Microsoft Dynamics CRM Customization Essentials now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.