Configure and Customize Microsoft Dynamics CRM

Configure and Customize Microsoft Dynamics CRM

Microsoft Dynamics CRM is a highly configurable application that has two primary implementation options; CRM Online & CRM OnPremise.  The customization options you have available initially depend on the type of implementation you select CRM Online or CRM OnPremise.  Customization options include out-of-box customizations like adding new entities, form modification, Processes (Workflows and Dialogs), JavaScript, Web Resources, Charts, Dashboards and more.  Beyond out-of-box customizations, you also have SDK related options like plug-ins, custom workflows and other customization options that you may hear referenced to as 'XRM'.

This page is intended to group Configure and Customization articles by implementation method then categories so you can more easily find the information of interest.

CRM Online

Customizing Entities (CRM Online)
Workflows (CRM Online)
Dashboards (CRM Online)
Charts (CRM Online)
CRM Outlook Client

SDK / XRM

CRM OnPremise

Customizing Entities
Workflows
Dashboads
Charts
CRM Outlook Client
SDK / XRM

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  • Richard Mueller edited Revision 27. Comment: Remove (en-US) from title

  • Philippe LEAL edited Revision 19. Comment: Add artices link for Charts

  • Ed Price - MSFT edited Revision 13. Comment: Title casing

  • phil6942 edited Revision 10. Comment: Add link to "Control User Synchronization Settings In Microsoft Dynamics CRM 2011".

  • Phil Edry edited Revision 9. Comment: Creating links for Workflows in CRM Online vs On Premise

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Comments
  • Phil Edry edited Revision 9. Comment: Creating links for Workflows in CRM Online vs On Premise

  • phil6942 edited Revision 10. Comment: Add link to "Control User Synchronization Settings In Microsoft Dynamics CRM 2011".

  • Ed Price - MSFT edited Revision 13. Comment: Title casing

  • Philippe LEAL edited Revision 19. Comment: Add artices link for Charts

  • Richard Mueller edited Revision 27. Comment: Remove (en-US) from title

Page 1 of 1 (5 items)