Tarla - Microsoft Dynamics CRM 2016 Customization

Nicolae Tarla is a Microsoft Dynamics CRM consultant involved in solution architecture and technical presales. He has worked on various mid-size to enterprise-level Dynamics CRM and SharePoint implementations for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since version 3.0 of the product.

Nicolae was a technical reviewer on the book Microsoft Dynamics CRM 2011: Dashboards Cookbook , Packt Publishing, wrote Microsoft Dynamics CRM 2011: Scripting Cookbook as well as the previous edition of Microsoft Dynamics CRM Customization Essentials , Packt Publishing, and is an active blogger at http://www.thecrmwiz.com. He has also presented at various public events, including eXtreme CRM in 2014.

In 2014, Nicolae was awarded the Business Solutions MVP title for his Dynamics CRM contributions.

I would like to thank my family for the ongoing support provided during this project.

Also a big thumbs up to the community for being there, being active, and driving me to engage in yet another book project. You rock!

Ian Grieve is a Microsoft Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is the ERP Practice Manager at Perfect Image Ltd. and a Microsoft Partner and VAR in the North East of England.

Ian has worked with Microsoft Dynamics GP since 2003 and, since then, has dealt with all aspects of the product life cycle from presales to implementation, to technical and functional training, to post go-live support, and subsequent upgrades and process reviews.

Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role since joining Perfect Image, dealing with Microsoft Dynamics CRM with special emphasis on project delivery and the training of end users on the management of sales, marketing, and service.

Ian is the author of Microsoft Dynamics GP 2013 Financial Management , Implementing the Microsoft Dynamics GP Web Client and Microsoft Dynamics GP Workflow 2.0 , coauthor of Microsoft Dynamics GP 2013 Cookbook , produced the Microsoft Dynamics GP Techniques online learning course, and was the technical reviewer for several Microsoft Dynamics CRM books published by Packt Publishing including Microsoft Dynamics CRM 2011 Cookbook .

In his spare time, Ian runs the azurecurve Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) blog dedicated to Microsoft Dynamics GP and related products.

The most recent offshoot of running his blog is that Ian started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve WordPress Development (http://wordpress.azurecurve.co.uk), contains information on his plugins, and so does the new blog, where he discusses how development of plugins is done.

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Preface

Microsoft Dynamics CRM 2016 Customization covers the structure and configuration and customization options available to a Dynamics CRM power user. The book takes the reader on a journey through the basics of the platform, then delves into the customization options available and finishes with a high level overview of various administrative options.

What this book covers

, Getting Started , walks you through an introduction of the platform, and guides you through setting up the trial environment used through the book. No prior knowledge of Dynamics CRM or other skills is assumed. Upon completion of this chapter, the reader will have a free trial sandbox environment valid for 30 days, as well as the client-side configuration for certain scenarios.

, The Dynamics CRM Application Structure , delves into the Dynamics CRM application's structure and describes the standard modules, the elements available for customization, and their relationships to each module, as well as the available options to extend the platform further. In this chapter, you will understand how to manage the existing application structure, how to extend and/or modify the modules, and how to update the navigation accordingly.