CRM provides a variety of different areas of customization. The following list represents the core customization features of CRM. The data-driven design of Microsoft CRM allows successfully performing some of the most common customizations without writing any code.
Any or all the customizations that are created in Microsoft Dynamics CRM will include one or more of the following areas, and are likely to be used in combination to create a solution that meet the business requirements. Having a good general understanding of the capabilities and limitations of each of theses areas will help make better choices in customization strategies
- Metadata-driven customizations
- Security and customization
- Form and view customizations