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Customization Strategies CRM Field Guide Chapter 20

It is week 20 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 11 page Customization Strategies and Solution Management chapter.

There are 3 ways that the CRM system can be customized.

  • Simple Customizations
    • Add New Entities
    • Add new fields to standard or custom entities
    • Modify the data entry forms
    • Create custom reports
    • Add custom views
    • Create charts and dashboards
  • Enhanced Customizations
    • Adding Jscript to the data entry form
    • Include related web pages using the Site Map and iFrames
    • Modifying the ribbon bar to add functionality
  • Advanced Customizations
    • Customize the user interface via Silverlight, HTML or Jscript
    • Custom workflow activities
    • Custom business logic extensions – called plugins


The author takes us through Customization 101 – the gathering of requirements and then covers Customization 102 – developing a detailed plan which is the creation of the functional requirements.

Then there is an introductory explanation of creating a development environment so that you can set up the system correctly for development and test without creating issues in your production environment.

CRM 201 Development, Test, Production Environments
CRM 201 Development, Test, Production, Environments
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