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Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

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Chapter 3. Customizing Entities

In Chapter 2, Dynamics CRM Application Structure, we looked at the basic structure of Dynamics CRM, the modules comprising the application, and what each of these modules contain. Now, we'll delve deeper into the application and take a look at how we can customize it.

In this chapter, we will take a look at the following topics:

  • Solutions and publishers
  • Entity elements
  • Entity types
  • Extending entities
  • Entity forms, quick view, and quick create forms
  • Entity views and charts
  • Entity relationships
  • Messages
  • Business rules

We'll be taking a look at how to work with each of the elements comprising the sales, service, and marketing modules. We will go through the customization options and see how we can extend the system to fit new ...

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