There are four main areas of the customization area customizers should be aware of:
In the following section, we will take a closer look at each of these areas and examine the use and intention of each of them.
In Microsoft Dynamics CRM 2011, many of the customization methods customizers have become acquainted with in earlier versions are available. However, there are several important improvements and features
added to the solution capabilities.
The following are new terms introduced in Microsoft Dynamics CRM 2011:
Site map and application ribbons found on the global application and form levels.
Connection definitions available between different kinds of records within the application.
New or existing dashboards let users view graphical depictions of data through charts or grids. Users can see external resources within dashboard components.
Collection of items which constitute record management for a particular functional piece of a solution. An entity is analogous with a table.
Profiles which let a customizer to configure field level security settings for particular security roles or teams.
New term that is used for picklists. Option sets can be either specific to a form or globally available to multiple forms.
Custom coded extensions to Microsoft Dynamics CRM 2011 which are created and deployed as assemblies into the platform layer of the application.
Automated procedures that can either run without direct user interaction to progress from one step to another (workflows) or require direct user interaction to progress from step to step (dialogs).
Software Development Kit (SDK) messages available to a solution and its plug ins.
Microsoft Dynamics CRM security collections of privileges and access levels.
Interfaces which let developers connect to a web service. Without this endpoint definition, the code cannot interface with a specific web service.
Custom components which can be embedded into forms for an improved user experience. The available Web Resource types include the following:
In Microsoft Dynamics CRM 2011, customizers can package customizations into
Solutions. These Solutions can be individually exported, imported, deleted or published. If a specific set of customizations must be removed while other customizations must be kept in place, the solution itself can be eliminated without affecting
the other customizations.
The Microsoft Dynamics Marketplace helps people discover applications and professional services that extend the value of Microsoft Dynamics. This online service is a searchable and filterable catalog of applications
and professional services together with user evaluations and feedback capabilities to help discover the optimal solution. Visitors to the site can download applications from the marketplace and connect directly with Microsoft Partners.
Microsoft Partners can showcase their applications and professional services to the worldwide Microsoft Dynamics community and connect with prospects through built-in lead management capabilities. Microsoft
Partner solutions already profiled in Solution Profiler are automatically transferred to the
Microsoft Dynamics Marketplace. The Microsoft Dynamics Marketplace can be accessed directly from Microsoft Dynamics CRM 2011. This makes it easier to find solutions.
As part of the customization solution management functionality in Microsoft Dynamics CRM 2011, customizers can create multiple Solutions to be individually exported/ imported or removed from a deployment.
As part of this solution management functionality, each solution is required to have a Publisher.
A Publisher defines the following attributes of a solution: