Chapter 1. Overview of Dynamics CRM 2011 Customization

In this chapter, we will cover:

  • Opening a free 30-day trial of Dynamics CRM 2011 Online
  • Using solutions to package our work
  • Creating and managing entities
  • Creating and managing fields
  • Creating and managing forms
  • Creating and managing scripts
  • Creating and managing other resources
  • Creating and managing workflows
  • Creating and managing dialogs
  • Starting a workflow from a dialog
  • Working with security roles and permissions


One of the most useful features of Dynamics CRM is the use of scripting. Version 2011 brings a new object model that is much clearer and concise. Using this object model guarantees that future cumulative updates will not break your scripts, thus it is highly recommended that you ...

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