Entering to xRM World Part 1

In the previous post, I wrote about the basic things for preparation to start for xRM customization, continue for these sections, this article will give you the fastest way to enter the gate of xRM world.

Configuration vs Customization

When you have worked with xRM system, “Customization” & “Configuration” are the most words which you will hear. The comparison of them are following table.

Customization	Configuration
Using OOB tool (Customization tool was built-in) to tailtor your system as specificed requirement. Building processes Views Form Dashboard Charts Security roles …	Making change for functionality of business Data management Email Configuration Business Unit Sale Literature Goal settings …

Application vs Framework

Application	Framework
Built-in modules Sales management Marketing management Service management	Specification of Technologies Roles base security model Integration services User Interface are across multiple platforms and experiences. Declarative data modelling Client & server extensibility Solution Framework for managing customization solutions.

What should we do before customizing and extending the Microsoft Dynamic xRM system?

Before starting to customize your xRM system, it is very important to take a look all the “Built-in Functionality”. Because Microsoft has released their project with many “built-in features” that can be reused and customized for specified business unit. You can simply change the label or the name of it and enjoy all built-in processes.

For examples about the Sale module, if you customized the Lead management, it may be effected to Sale Order processing, Qualification process…It is basic thing but it tell you the Power of xRM.

Hope it will be useful for someone.