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Chapter 3. Dynamics CRM Customization
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 contains. Now, we'll delve deeper into the application, and look at how we can customize it.
In this chapter, we will look at the following topics:
- The Solution Package
- Entity Elements
- Business versus Custom entities
- Extending entities
- Record Images
- Entity Forms, Quick View, and Quick Create Forms
- Entity Views and Charts
- Entity Relationships
- Messages
- Composite Fields
- SLA's and the Timer Control
- Working with Documents
We'll look at how to work with each of the elements comprising the Sales, Service, and Marketing modules. We will go thought the customization options, and see how we can extend the system to fit new business requirements.