Customization articles
Published: February 8, 2008
Articles related to customizing Microsoft Dynamics CRM.
On This Page
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Getting started |
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Customization examples |
Getting started
The first article in a series of articles that describe some basic customization features and concepts. This article has links to the rest of the articles in the series.
Customization examples
Tailor activities to match your employees' tasks
Find out how activities are stored, displayed, and entered in Microsoft Dynamics CRM, so that you can customize them to match the tasks of your employees.
Add a lookup field to connect two types of records
Make it convenient for users to connect information in Microsoft Dynamics CRM by adding a lookup field that references another entity.
Default values of Status and Status Reason attributes
If you are planning customization of Microsoft Dynamics CRM, deciding when workflow rules are needed, or migrating data from a previous customer relationship management (CRM) system to Microsoft Dynamics CRM, then you can use the Status and Status Reason reference information in this article in your planning process.
Speed data entry by setting default values
Help people speed data entry and improve accuracy by adding default values to your forms. Even if you've never written code, you can use JScript to make simple customizations that reduce typing and errors.
Display a SharePoint document library in a Microsoft Dynamics CRM form
Customize a Microsoft Dynamics CRM form to display a SharePoint document library.
Find information faster by customizing the Quick Find view
Customize the Quick Find view to search on the data that is most relevant.
State your terms: Use your organization's nomenclature
Change the names of entities in Microsoft Dynamics CRM so that they match the nomenclature used in your organization.
Edit your Site Map
The Microsoft Dynamics CRM application navigation can be customized using the Site Map. Learn how to edit this XML document using schema validation.
Configure fields
All fields in Microsoft Dynamics CRM share some common configuration tasks. This article describes how to: add fields to a form, change field labels, make a field required, disable a field, prevent a field from being removed, control whether a field can be used in Advanced Find, move or remove a field, change the width, add scripts, or set the IME mode of fields.
