Microsoft Dynamics® CRM Training
Introduction to Simple Configurations
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Welcome to the Success Portal by xRM.
This video is a 10-minute introduction to customizing and configuring Microsoft Dynamics CRM.
By navigating to Settings > Customizations >Customize the System, you can begin to configure your CRM instance.
As you can see on the left, the components are organized by type. Under entities is a list of all the entities in the system. As a reminder, and entity is a table in the database, such as leads, accounts, or contacts. You can create a custom entity, let's just say projects, you would simply click Entity > New Entity, fill out the form and you would have a new entity named “Project,” which would then be available to customize.
Entities in the system, whether they are system entities or custom entities, have views, fields, forms, and relationships. To edit or create any of these, we simply click as shown.
Opening a form, we are able to see the properties of a given field. We are able to modify these properties, as well as create brand new fields. It should be understood that by creating a field, you're changing the schema of the database. You can add the fields to the form as well as to any views. Please notice that there are several data types that are supported for fields in CRM. The choice of these data types is very important. For instance, if you use a text field to store date information, you will not be able to use operators that apply to dates. Therefore, it is very important to pay attention to data types when creating fields.
Views are essentially queries against the database that return a record set. The columns on the view can be chosen and customized at the system level, as well as at the personal level. To modify the criteria of a few, you click Edit Filter Criteria. Here you see the ability to change the underlying query that forms the basis for the view. You can also add columns. Please notice that all of the columns on a given entity are available, as well as any columns on a related entity, providing that relationship is many-to-one from the entity in question.
Please remember that any form or view customizations will not be seen by your users until you publish them. You can publish at the entity level, or you can also click
Publish all Customizations which publishes all customizations that anyone is made and has not yet published.
There is a great deal more that can be accomplished in terms of extending Microsoft dynamics CRM by using the API, or the third party tools. Please see the video extending Microsoft dynamics CRM to learn about those. Thank you.