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Working with Microsoft Dynamics™ CRM 4.0, Second Edition by Jim Steger, Mike Snyder

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Chapter 4. Entity Customization: Concepts and Attributes

Before we explain how to customize entities in Microsoft Dynamics CRM, we want to remind you why you need to customize your system. Assume your company is considering implementing Microsoft Dynamics CRM and you’ve installed the trial version of the software. As soon as you show the company owners or executives the user interface and they see one of the default forms (such as the Account form shown in Figure 4-1), the first words out of their mouth will be something like, "That’s not the information we track about our customers. We would never use the Shipping Method and Freight Term fields, and where do we enter the SIC Code and the ...

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