Overview of Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 provides a range of customization capabilities. This chapter Overview of Microsoft Dynamics CRM 2011 provides an introduction to the CRM application architecture before we learn the different customization capabilities in depth, in later chapters. We’ll discuss the different application tiers and how they can be customized to meet the particular needs of your business. We’ll also cover some general principles such as supported and unsupported customizations, differences between deployment options, the benefits of using a repeatable implementation methodology, and the security roles required for customization.

In this chapter we will discuss:

Architecture of Microsoft Dynamics CRM 2011 and its tiers

Microsoft Dynamics CRM 2011 offers a rich set of marketing, sales, and service features for managing customers. It also offers ...
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Supported and unsupported customization

Microsoft Dynamics CRM 2011 can be customized by using all the configuration and customization features available in the web client ...
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Deployment options and its detail

Deployment options There are three Deployment options and its detail for Microsoft Dynamics CRM 2011: • On-premise • Partner-hosted • ...
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Using implementation methodology and Microsoft Dynamics Sure Step

When implementing Microsoft Dynamics CRM 2011, the use of an implementation methodology is highly recommended. An implementation methodology ensures that ...
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Customization security roles

There are two security roles that are often assigned to users who are responsible for Customization security roles: • System ...
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Following points will be discuss in coming sections

  • Microsoft Dynamics CRM 2011 has a multi-tier architecture that provides greater scalability, flexibility, and extensibility than a two-tier, client-server architecture.
    The presentation tier displays the user interface through the CRM web client, CRM for Outlook, or CRM for the Mobile clients, and can be customized by using the client-side integration and web resources.
  • The application tier runs on the CRM server and includes the web servers, business logic, security, and data access components. It can be customized by using the server-side integration, workflows and dialogs, and the plugins and custom workflow activities.
  • The data tier stores the customer data and metadata. Customization is supported through metadata changes, but direct database access is not supported. Every application that interacts with CRM does so through the web services in the CRM platform. Alternatively, applications can use the SQL-based queries to retrieve the CRM data by using filtered views.
  • There are a range of supported and unsupported configuration and customization methods available for Microsoft Dynamics CRM 2011. The unsupported methods may work initially, but might not work after an update or upgrade and will not be supported by Microsoft.
  • Microsoft Dynamics CRM offers the on-premise, partner-hosted, and online deployment options, with a few customization and configuration differences between these options.
  • Using an implementation methodology, such as Microsoft Dynamics Sure Step, ensures that a proven, repeatable process is followed so that nothing gets overlooked or omitted.
  • A System Administrator or System Customizer security role is required to customize Microsoft Dynamics CRM 2011. The System Customizer security role has some limitations, such as creating plugins and web resources.

This chapter is a part of MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration Prep course. More chapters in this course are

Configuring Organization Structure

Configuring Organization Structure Overview This chapter Configuring Organization Structure elaborates about the organization structure which is a combination of business ...
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User Interface Customization

User Interface Customization Overview So far we've learned about customizing Microsoft Dynamics CRM 2011 using the "behind-the-scenes" techniques such as ...
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Auditing in CRM 2011

Auditing in CRM 2011 Overview Auditing in CRM 2011 enables you to record and examine changes made to records in ...
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Solutions

Solutions Overview Here, We will  discuss how we can export and import managed and unmanaged solutions and how solutions are ...
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Overview of Microsoft Dynamics CRM 2011

Overview of Microsoft Dynamics CRM 2011 Microsoft Dynamics CRM 2011 provides a range of customization capabilities. This chapter Overview of ...
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The Practice tests included in this course are:

Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 1

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 1: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 2

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 2: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 3

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 3: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 4

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 4: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 5

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 5: Number of Questions: The test has approximately 20-50 ...
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