Chapter 11. Configuring Microsoft CRM

In this chapter

Why Configure?

Configuration Tools

Deployment Manager

System Customization

Customizing Forms

Status and Status Reason

Use Case Corner—Adding Java Script to the OnChange Event of Picklist Fields

Summary

By now you've probably noticed that there is also a chapter in this book titled “Customizing Microsoft CRM” (Chapter 14). Let's start by explaining the difference between configuring and customizing so that we can clear up any potential confusion between these two chapters.

We use the term configuration to refer to changes that can be made to Microsoft CRM using the standard tools provided with the application. Specifically, configuration is anything that can be done using

  • Deployment Manager— A client-server ...

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