Customizing Microsoft Dynamics CRM 3.0

Learn the core customization features that you can use with Microsoft Dynamics CRM 3.0. Includes tips to take full advantage of the features and avoid common mistakes.

Document your decisions and think through implications of changes. Screen shots and detailed descriptions of the form, views, attributes, and reports for each customizable entity provide everything you need to take to planning meetings.

Free up your sales manager’s time by creating a workflow rule that automatically reassigns new leads to regional salespeople.

Customize the Quick Find view to help users search on the data that is most relevant to them.

Help users speed data entry and improve accuracy by using JScript to add default values to your forms.

Help your service representatives collect data efficiently so they can stay focused on helping your customers.

In just 15 minutes, write a custom report and make it available to all Microsoft Dynamics CRM users. Corresponding videos are available.

Help users find exactly the information they need, and reduce demand on the server at the same time.

Take a few minutes to make Microsoft Dynamics CRM activities match the tasks your users actually do. They’ll say “Thank you!”

Customize contacts to make it easy to wish them happy birthday in e-mail messages.

Use this example and you’ll be able to create your own lookup fields for looking up data from custom entities.

Speed data entry for your users by choosing whether to display the Form Assistant Pane, a quick way to select and enter pre-filtered information into forms.

Identify yourself and your company’s e-mail messages with a unique, reusable signature line. Using Microsoft Dynamics CRM e-mail templates, you can select the right signature for every business situation.

Change the names of entities in Microsoft Dynamics CRM so that they match the nomenclature used in your organization.