Configuration and Customization
Chapters 11, “Configuring Microsoft CRM,” and 14, “Customizing Microsoft CRM,” respectively, deal with the subjects of configuration and customization. We differentiate between these two concepts by defining changes that can be made with a Microsoft CRM GUI (Graphical User Interface) tool as being configuration and changes requiring direct file manipulation (coding and configuration file editing) as customization.
Changes made to Microsoft CRM using the configuration tools provided are automatically pushed out to the CRMSO client application. If you add new schema fields in Schema Manager, and then add those fields to new tabs and sections on forms, these changes will be pushed out to the offline users without ...
Get Special Edition Using® Microsoft® CRM now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
