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Microsoft CRM is very popular CRM and Microsoft CRM is offering features that meet the needs of any type of industries. Features like declarative workflow, metadata driven architecture and options for the integration makes it easy to configure, customize, implement and upgrade. Microsoft CRM consists of the following application partitions.

  • Data tier.
  • XML Web Services.
  • User Interface (UI).

Customization for the Microsoft CRM can be done at the levels like database schema level, application level, business rules levels. At the application level you can modify forms, views and templates.

You can use workflow manager tools to generate and modify the business processes.

Schema Customization

Before you add any attribute to the CRM form or view, you have to define it at the schema level. Same thing applies to workflow rules as well. To make the schema level changes you can use schema manager tool from the deployment manager of the Microsoft Management Console.

Forms Customization

Microsoft CRM is supplied with many forms however you can modify them as per your requirement. You can rearrange fields on the form, you can add fields to the form and you can remove fields from the form. You can change the label names. However you have to ensure that before you add any field to the form, you have to add it to the schema level first. Once you are done with the changes you have to publish them.

Customizing Reports

Microsoft CRM uses reporting tool from the Crystal decisions.Microsoft CRM has many reports, however you can write new reports, and customize the existing ones.

Business Logic Customization

Microsoft CRM allows you to generate customized workflow processes. Advantages of workflow are it allows you to do activity without any user interaction. As an example when a customer gives a new order, system can generate email, thanking the customer.

You can export workflow rules and changes made to the schema and forms to the XML file. This can help to use the same solution for many common customizations.

Automate existing business processes

Easily configurable workflow rules free employees from time-consuming administrative tasks and increase efficiency and accuracy for sales and service processes.

Capture and view the exact data you need

Quickly tailor forms to capture the data you need to close sales and offer consistent customer service, and provide employees the right view of critical customer information.

Customize without limits

Working with flexible .NET technologies and comprehensive tools, developers can enhance existing functionality, build customized vertical solutions, create integrations with third-party applications, and extend the solution to Web services platforms.

Implement customizations easily and rapidly

Because Microsoft CRM is browser-based, customizations can be published to the entire system in a single upload, with no need to reconfigure individual desktops or laptops.

Upgrade customizations smoothly

Microsoft CRM customizations carry forward with upgrades, reducing the burden on IT resources, minimizing maintenance costs, and ensuring uninterrupted productivity.

We Stack Edge has been working extensively on Microsoft Dynamics CRM Customization. We have worked on projects such as creating centralized customer database thereby enabling the organizations to make it available for all the concerned employees. Some of our other major projects include advanced reporting modules, multi-tenancy projects, integration applications, portals, various Plug-ins etc.