Solved

How to customize Microsoft CRM 4.0

Posted on 2008-09-29
2
4,222 Views
Last Modified: 2012-05-05
Is there a way to easily customize Microsoft CRM 4.0 without having to write code?
0
Comment
Question by:tstech248
2 Comments
 
LVL 5

Expert Comment

by:bmosoftware
ID: 22600097
It depends on what type of customization you need to do. Most of the common customization you need to do in Microsoft CRM 4.0 doesn't require any code. You can create and modify entities and forms and views as well create workflows using the customization component of CRM which can be found under customization and workflows under the settings section on the left hand navigation bar.

Information on how to do this can be found in the CRM Resource Centre (Left Hand Navigation Bar), CRM Help and on many sites on the internet.
0
 
LVL 11

Accepted Solution

by:
rakeshAgarwal earned 500 total points
ID: 22602732
Hi  

You can also  http://www.dynamicsexchange.com/CRM-How-To-Procedures/Default.aspx  look for videos  on this.

You  can also buy a crm book . That will be helpful  to start with.

CUstomisation  you can do without  writing any code

1.  Form designing
2.  On Load events ( you  should know javascript)
3. Simple workflows
4. Sales Process
5.  Creating entity , attribute  and  relationship
6. Adding buttons

It takes 2 hrs to learn CRM  customisation  as this is very USER friendly

For complex customisation

1. Hire a SDK coder as a freelance and give him the project. Test the project  and take  it

This  will really help you

 Thanks
Rakesh Agarwal
0

Featured Post

Announcing the Most Valuable Experts of 2016

MVEs are more concerned with the satisfaction of those they help than with the considerable points they can earn. They are the types of people you feel privileged to call colleagues. Join us in honoring this amazing group of Experts.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
Dynamics GP--Applying a Sales Return to an Invoice 1 463
CRM, GP and SL 5 93
CRM 2011 Product/Price List Configuration 7 77
Export Activity Feed in Dynamics CRM 3 15
This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient …
The Email Laundry PDF encryption service allows companies to send confidential encrypted  emails to anybody. The PDF document can also contain attachments that are embedded in the encrypted PDF. The password is randomly generated by The Email Laundr…

791 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question