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.


Skill Quotient said...

Nice blog and thanks for sharing your information.
Microsoft Dynamics AX Training | Microsoft Dynamics CRM Online Training

charleswattson said...

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

Arvinder Rehal said...

Thank you very much for publishing this kind of article. I like your article very much. I want share my website details to you please give me some information to increase performance like as your website.
Website: http://crmwebx.com/

sophia Quinn said...

I have CRM and wordpress development services provider and like your posting , i think its very helpful for developer .


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


Jim Wang said...


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


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

Skill Quotient said...

I think the things you covered through the post are quiet impressive, good job and great efforts. I found it very interesting and enjoyed reading all of it.
Microsoft Dynamics CRM Online Training

customerdynamics.com said...

microsoft dynamics crm integration - Are you looking for any CRM integration? We offer Microsoft and numerous other CRM development, Integration and maintenance services all over the USA with the best deal. You can put you request for getting complete information about the services at our website customerdynamics.com, anytime 24x7. Customerdynamics.com is a leading IT and software development company in USA.

Research Fox said...

This information you provided in the blog that was really unique I love it!!, Enterprise Social Software (ESS) Market Report | Mobile Health Apps and Solutions Market Report|Password Management Market Report

David Sam said...

Groom your company with the help of best crm software to know the employee chart you can call us at :- with CRM tool you can implement all such with ease. The web based crm software which is currently running in the market has

wide range of features and benefits on offer that makes Best CRM Software preferable enough for all.

vStacks Infotech said...

I like this entire things, i found very interesting, check out our eZnetCRM Software tool with some new awesome features like social networking sites integration, email campaign integration, quote management, know more about CRM Software Services

vStacks Infotech said...

Great post. thanks for sharing information about CRM software. We are offering customized CRM software solutions on demand, please have look FREE Trial

evelloaus said...

Great post. thanks for sharing information about CRM software.This information you provided in the blog that was really unique and useful.
You can check out my blog at- http://evello.com.au/.

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 :)

Sophia said...

Glad I found your site, this is an eye-opener for marketers. We are proud to be a solution provider for a diversified customer database, ranging from the small, medium technology firms to the giant multinationals. Generate more revenue with email marketing, b2b marketing, list solutions & market research services. Microsoft Dynamics CRM Users Email List

Vert age said...

I think the items you coated through the post area unit quiet spectacular, sensible job and nice efforts. I found it terribly fascinating and enjoyed reading all of it.

customize crm software solution

klotylda said...

Wonderful! In my case, getting microsoft dynamics erp was the best choice I could possibly make for my business. Since then, it developed a lot and the communication within team members has improved significantly.

soumya Teja said...

Thanks for sharing valuable information with us, keep share more updates on MSBI Online Training Bangalore

Micheal George said...

Thanks for sharing such useful information.
crm solutions frisco

Jessica Mathew said...

Pretty article! I found some helpful info in your blog, it absolutely was impressive to read, thanks for sharing this nice content to my vision, keep sharing.
crm solutions frisco

Devendra Neelkanth said...
This comment has been removed by the author.
Devendra Neelkanth said...

Nice blog ! Thankyou for sharing such a quality of information.To know more about crm system click on : CRM Systems

Advanz101 System said...

With IoT, the opportunities are endless for Dynamics 365 and Field Service to work together. Such opportunities range from devices that help emergency services in search-and-rescue operations to energy companies using predictive technology and smart alerts to help identify problems as early as possible, thus enabling prevention.
If you want to make the most out of MS Dynamics CRM, then contact MS Dynamics Development Services In USA