This document provides an overview of Dynamics 365 CRM architecture and customization scope. It discusses the online and on-premise deployment options for CRM and how users interact with the system through Outlook, web, and mobile clients. The document outlines the main functional modules in CRM and defines the difference between configuration and customization. It also introduces some third party tools for CRM and describes the database architecture. Finally, it details the main areas for customization in CRM including schema, security, processes, user interface, analytics, and templates.

1. CUSTOMIZATION
SCOPE & ARCHITECTURE
TECHNICAL TRAINING
Sanjaya Prakash Pradhan
MCP & Founder of Softchief.com
COURSE ID D365 - 001 Duration - 1Hr

2. CRM Architecture
❖ Online & On-Premise
➢ Restrictions
➢ Permissions
❖ Outlook
➢ Offline Filters and Settings for Entities
❖ Web & Mobile
➢ Web Client, Mobile Client, Tablet Client
❖ Functional Modules
➢ Sales, Services, Marketing
❖ Configuration
➢ No Developers Stuffs
❖ Customization
➢ Developer Stuffs
❖ Deployment
➢ Solution and Component Deployment
❖ Third Party Tools
➢ XRMToolBox, Plugin Registration Tool
❖ SQL Database Architecture
➢ Databases, Tables, Views

3. CRM Architecture

4. Customization Scope
❖ S - Schema
➢ Entity, Fields, Relationships, Business Rules
❖ S - Security
➢ Roles, Records, Field, Hierarchy
❖ P - Process
➢ Workflows, CWAs, Plugins, Dialogs, Actions, BPFs
❖ U - UI
➢ Web resources, Javascript, Form Design, Command Customization
❖ A - Analytics
➢ Charts, Dashboard, Reports
❖ T - Templates
➢ Word Templates, Contract Templates, Email Templates

5. Customization Scope

6. Thanks You
Any Questions?