Three Types of xRM Scenarios

You can apply xRM customization to three basic scenarios, as defined in Figure 3.2 and as explained in the following list:

Image Basic customization—This represents the starting point for most individuals just entering the xRM world. Basic customization entails adding a few fields to the out-of-the-box (OOB) entities, such as Orders or Quotes, or maybe changing a label to match your businesses’s language. Examples of this include any of the following:

Image Changing the name of the Contact entity (people) to be Client

Removing ...

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