06 April 2015

Microsoft Dynamics CRM Customization Essentials

"Microsoft Dynamics CRM Customization Essentials" written by Nicolae Tarla, a MVP alumni. This book has published on December 2014, targeting to Microsoft Dynamics CRM 2015. But in my option, most of the contents in this book can also apply to CRM 2011 and 2013.
The bright spot of this book is about “Use a no-code approach to create powerful business solutions using Dynamics CRM 2015”. Therefore the audience of this book are business administration users, functional consultant etc. Developers could also benefit from this book by recognising what are the out-of-box Microsoft Dynamics CRM offerings, and how to leverage them; rather than try to develop everything – noted in most scenarios, we should follow the “CCDI” route: 
Configuration -> Customisation -> Development -> Integration.  

In some scenarios, the right route would be CCID - so use the best of CRM, not everything (in which other technology/products can provide a better solution, so integration would be preferable and scalable).
Either way, “CC” are always the first choices, which are the focus of this book; it has 6 chapters:
  • Chapter 1: Getting Started – get a free trial of CRM Online and configure CRM Outlook.
  • Chapter 2: Dynamics CRM Application Structure – CRM modules and major components.
  • Chapter 3: Customizing Entities – Entities in detail, customise entities and extend the system.
  • Chapter 4: Business Processes – Customise business processes and business roles.
  • Chapter 5: Social Features in Microsoft Dynamics CRM – various social platforms, internally and externally of Dynamics CRM platform.
  • Chapter 6: Dynamics CRM Administration – Various administration options available in Dynamics CRM.
In summary, it is a recommended book of Microsoft Dynamics CRM business administration / functional readers who learn/design/build their CRM systems using the “Configuration and Customisation” approach.
Although in a complex business environment, you will need more or less in-deep development work to extend CRM further to fit your business, but those are not the focus of this book.

19 comments:

Skill Quotient said...

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charleswattson said...

A great work by Nicolae Tarla, a MVP alumni. A good book for targeting CRM 2015.

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KAMRAN AFZAL said...

Hi, owsum work.
I am Very new to the CRM and Orchard

I have the question, is there any other module which can create Leads in the CRM directly as in this module it creates the Contacts?

Eagerly waiting for your answer.. please help

thanks...!

Jim Wang said...

Hi,

Yes it can be easily changed from contact to lead; you need some development skills.


Jim

phi long said...

dịch vụ kế toán,dich vu ke toan
Thanks all :D

phi long said...

dịch vụ kế toán,dich vu ke toan
Thanks all :D

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Lilly Miller said...

Hello! It's great to hear about new Customization Essentials of microsoft dynamic. Thank you for recommendation of this wonderful book, I'll buy it for sure and hope to improve my knowledge and skills :)

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