Published: February 8, 2008
Articles related to customizing Microsoft Dynamics CRM.
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Getting started |
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Customization examples |
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.
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.
Make it convenient for users to connect information in Microsoft Dynamics CRM by adding a lookup field that references another entity.
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.
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.
Customize a Microsoft Dynamics CRM form to display a SharePoint document library.
Customize the Quick Find view to search on the data that is most relevant.
Change the names of entities in Microsoft Dynamics CRM so that they match the nomenclature used in your organization.
The Microsoft Dynamics CRM application navigation can be customized using the Site Map. Learn how to edit this XML document using schema validation.
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.