Microsoft Dynamics CRM 2013
Customization
SANDUN PERERA
GEVEO AUSTRALASIA
20TH AUGUST 2014
I’m going to talk about…
• Recap from last presentation
• Supportive and Unsupportive customizations
• Publishers
• Solutions
• Entities
• Source control
• Deployment
Recap
• Microsoft Dynamics variations
• Microsoft Dynamics AX (ERP)
• Microsoft Dynamics GP (ERP)
• Microsoft Dynamics NAV
• Microsoft Dynamics SL
• Microsoft Dynamics CRM
• Advantages of using MS Dynamics
• Security
• Workflow
• Reporting
• User Interface
• Office Integration
• Data Modeling
• Web Services
Supportive and Unsupportive customizations
• Officially provided customization tools
• Web UI
• SDK
• Web resources
• Html
• JavaScript
• Any other methods
• Directly modifying files
• Directly manipulate the database
Publishers
• Can have multiple publishers
• Define the publishing settings
• Solution must have a publisher
Solutions
• A group of related customization
• Separation of concerns (SOC)
• Unmanaged vs. Managed
• Inter-dependency
Entities
• A database entity
• Fields
• Relationships
• Forms
• Views
Source control
• What is the source to take care of?
• SDK – SolutionPackager.exe
Deployment
• Managed solutions only
• Destination is a different organization
References
• CRM Developer Center
• http://msdn.microsoft.com/en-us/dynamics/crm/dn467921.aspx
• Microsoft Dynamics CRM Community
• https://community.dynamics.com/crm/b/survivingcrm/archive/2013/08/21/your-essential-
toolkit-for-microsoft-dynamics-crm.aspx
• PowerObjects
• http://www.powerobjects.com/
• Videos & eBooks
• http://www.microsoft.com/en-us/dynamics/crm-customer-center/videos-ebooks.aspx
Thank you!
http://sandunangelo.blogspot.com

Microsoft Dynamics CRM 2013 Customization

  • 1.
    Microsoft Dynamics CRM2013 Customization SANDUN PERERA GEVEO AUSTRALASIA 20TH AUGUST 2014
  • 2.
    I’m going totalk about… • Recap from last presentation • Supportive and Unsupportive customizations • Publishers • Solutions • Entities • Source control • Deployment
  • 3.
    Recap • Microsoft Dynamicsvariations • Microsoft Dynamics AX (ERP) • Microsoft Dynamics GP (ERP) • Microsoft Dynamics NAV • Microsoft Dynamics SL • Microsoft Dynamics CRM • Advantages of using MS Dynamics • Security • Workflow • Reporting • User Interface • Office Integration • Data Modeling • Web Services
  • 4.
    Supportive and Unsupportivecustomizations • Officially provided customization tools • Web UI • SDK • Web resources • Html • JavaScript • Any other methods • Directly modifying files • Directly manipulate the database
  • 5.
    Publishers • Can havemultiple publishers • Define the publishing settings • Solution must have a publisher
  • 6.
    Solutions • A groupof related customization • Separation of concerns (SOC) • Unmanaged vs. Managed • Inter-dependency
  • 7.
    Entities • A databaseentity • Fields • Relationships • Forms • Views
  • 8.
    Source control • Whatis the source to take care of? • SDK – SolutionPackager.exe
  • 9.
    Deployment • Managed solutionsonly • Destination is a different organization
  • 10.
    References • CRM DeveloperCenter • http://msdn.microsoft.com/en-us/dynamics/crm/dn467921.aspx • Microsoft Dynamics CRM Community • https://community.dynamics.com/crm/b/survivingcrm/archive/2013/08/21/your-essential- toolkit-for-microsoft-dynamics-crm.aspx • PowerObjects • http://www.powerobjects.com/ • Videos & eBooks • http://www.microsoft.com/en-us/dynamics/crm-customer-center/videos-ebooks.aspx
  • 11.