CRM Customization 101 Syllabus
I was talking to a potential customer the other day who wants to customize his companies implementation of Microsoft Dynamics CRM 3.0. Customization means a lot of different things to different people. So the CRM 3.0 SDK contains several different sections that would be interesting to most readers:
- Server Programming Guide – A guide for developers writing server side code, custom business logic, integration modules, workflow assemblies and more. This guide provides an architectural overview of Microsoft CRM, the entity model, security model, Web services, and sample code.
- Client Programming Guide – A guide for developers customizing the Web or Outlook clients, including scripting, integration of custom Web pages, and sample code.
- ISV Programming Guide - A guide for independent software vendors (ISVs) developing installable add-ins for Microsoft CRM.
- Report Writers Guide - A guide for developers writing reports for Microsoft CRM using Microsoft SQL Server Reporting Services Report Designer.
- However, if you are looking for information about customizing the application, there are some good articles here: https://www.microsoft.com/dynamics/crm/using/customizing/default.mspx
- And there is download that contains materials to help you plan your customizations: https://www.microsoft.com/downloads/details.aspx?FamilyID=269d900e-8442-4086-92a9-7fc851bc5985&DisplayLang=en
If you really want to get up to speed on the basic CRM customization opportunities so that you can talk to your users about what can and can't be done with the product, your syllabus is here.
Enjoy!