Customize Microsoft Dynamics CRM to meet the unique needs of your business. This includes creating new functionality, or changing your user interface and navigation. Perform many of the most common customization tasks using tools included in CRM without needing a developer to write code.
If your requirements involve more complex interaction with other applications, Microsoft Dynamics CRM provides a well-documented set of Web services and application configurations. These help developers and Independent Software Vendors (ISVs) Software companies that create add-in solutions that work with Microsoft Dynamics CRM. create the solutions you need. More information: Microsoft Dynamics CRM SDK
To do customizations that affect the full Microsoft Dynamics CRM organization, you must have the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system., or equivalent privileges.
Customizations can be grouped into the following areas:
Customization
More information:
Create custom entities Entities created by a developer or System Customizer in Microsoft Dynamics CRM. They are created in the customization area and can be included in a solution. Custom entities might be further customizable, depending on restrictions placed on them when created., or customize existing business entities A standard Microsoft Dynamics CRM entity that can be customized or added to a solution. When part of a solution, business entities might be further customizable, depending on the restrictions placed on them when created., to structure and manage your data.
Create or modify entity relationships Metadata configurations that allow for related records to have lookup fields, which let users link the related records to other records. Any related records can appear in a list that is visible from the record that they have been related to. so related records have lookup fields to let people link them to other records.
Create or modify fields A property of an entity with a specific data type. Fields are analogous to columns in a database table. When they are added to an entity form, they are displayed as fields that correspond to their data type. to capture specific types of data.
Create or modify entity forms to see or input relevant data to the entity. You can specify which users or teams see a specific form by assigning security roles to them.
Create or modify entity views Filters applied to a list of records. Users can choose different views that contain all the records or activities of a particular type or that are a subset of that type. to help people easily apply specific data filters to a group of entity records.
Use any of the three client extension features in Microsoft Dynamics CRM for customization tasks: SiteMap, ISV.Config, and IFrames. These features allow the integration of other applications, usually Web sites, into Microsoft Dynamics CRM.
Install a solution A unit of software that extends the functionality of Microsoft Dynamics CRM. Customizers or developers create, package, and maintain a solution. Organizations install and uninstall a solution in Microsoft Dynamics CRM as needed. to extend the functionality of Microsoft Dynamics CRM, and customize components in the solution.