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Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

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Summary

Throughout this chapter, we looked at some of the most important elements comprising the Microsoft Dynamics CRM platform. We reviewed the three standard modules that comprise the default Dynamics CRM platform: the sales, service, and marketing modules. We also looked at the major components of these modules, and how they relate to a specific module or work across multiple modules. We also looked at entities and what an entity is in the context of Dynamics CRM. We reviewed dashboards, reports, and the default navigation through the application. At this point we should have an understanding of how everything is tied together and what to look for when we need to customize the system.

The next chapter will take you through some of the most ...

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