Introduction to Customization in dynamics crm 2016

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Microsoft Dynamics CRM Developers Group - Hyderabad
Contents
 Introduction To Customizing Dynamics CRM 2016
 Customizing CRM User Interface
 Customizing Entities and Fields
 Managing Relationships
 Customizing Forms
 Business Rules
 Customizing Views
 Customizing Charts and Dashboards
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Introduction to Customization
Dynamics CRM provides a flexible platform using which we can extend the
functionality of CRM as per business requirements.
Out-of-the-Box(OOB) Customizations:
 Entity Customization – GUI based Customization
 Processes ( Workflows and Dialogs)
Code based Customizations
 Plugins
 Custom workflow activities.
 Web Services
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Privileges required for customization
System Administrator and System Customizer security roles give you the
permissions you need to customize your CRM deployment.
System Administrator System Customizer
Has full permission to customize the
system.
Has full permission to customize the
system.
Can view all data in the system. Can only view records for system
entities
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What is Metadata?
● Metadata means “data about data” and it defines the structure of the data
stored in the system.
● When you customize Microsoft Dynamics CRM using the customization
tools in the application, you’re adding or updating the metadata or data
used by features that depend on the metadata.
● So you can add new features to CRM without breaking your system.
● Should be able to apply an update rollup or upgrade to the latest version
and enjoy the best new features.
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Supported Vs Unsupported Customizations
Supported Customizations:
 APIs and Best code practises mentioned in CRM SDK.
 Codes which won’t break during upgrading CRM system.
 Ex: Customizations using CRM GUI Customizations tools : Cutomizing forms,
Views, Charts etc.
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Un-supported Customizations
 Un-supported customizations might when you do code base
customization on Dynamics CRM.
 Unsupported by Microsoft support Team
 It may break while upgrading CRM system
 Ex: Interacting with the web application DOM elements using JavaScript,
Retrieving/updating data directly from database tables, Changing the
database tables, stored procedures, or views.
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Customize CRM User Interface
 You can enhance CRM User Interface using themes.
 The theme colours are applied globally throughout the application.
 You can enhance the following visual elements in the UI:
 Change product logos and navigation colours to create product
branding
 Adjust accent colours, such as hover or selection colours
 Provide entity-specific colouring
 Settings - > Customizations -> Themes
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Customize CRM User Interface
What can you change in CRM themes?
Logo * Default custom entity color
Logo tooltip * Control shade
Navigation bar color * Control border
Navigation bar shelf color
Header color
Global link color
Selected link effect
Hover link effect
Process control color
Default entity color
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Create And Edit Entities
● Entities define the types of records that business users can use in a
Microsoft Dynamics CRM organization.
● In the CRM web application, you can edit existing System entities and also
create, and delete custom entities.
Settings -> Customizations-> Customize the system -> Entity_Name
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Required Fields of an Entity
Display Name
This is the singular name for the entity that will be shown in CRM.
Plural Name
This is the plural name for the entity that will be shown in CRM.
Name
This field is pre-populated based on the display name you enter. It includes the solution publisher
customization prefix.
Ownership
You can choose either user or team-owned or organization owned.
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Edit An Existing Entity

Create A Custom Entity
 In additional the existing system entities users with required privileges can
create new entities in CRM System.
 User with System Admin and system customizer roles can create custom
entities.
 Before going to create a new entity developer should make sure that any of
the existing entities can support the particular business logic.
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Create A Custom Entity..
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New Entity Form
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Demo : Create And Edit An Entity
Book entity. Define a book entity in the system. The entity should have the
following attributes:
Book title
ISBN
Publish year
Check in / check out status
Check-out date
Check-out contact
Planned check-in date
Cover price
Book category: Drop down of the following (literature, art, science, text book, engineering)
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Create An Activity Entity
● To create an activity entity, select Define as an activity entity before you
save the entity.
● Under Areas that display this entity, select areas available in the
navigation bar you want this entity to be available from
● Primary Field: Each custom entity has a primary field. This is defined in
the Primary Field tab. You must locate this field in the entity fields.
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Entity Views
 A view is a saved query which shows the subset of records of an entity as
per pre-specified conditions.
 Each entity in CRM comes with a set of System Views by default.
 CRM users can create more custom views in the system.
 Only users with System admin or cutomizer role can create/edit
organization views.
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Example: My Active Account View
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Types of Views
 There are 3 main types of views: public, system, and personal.
 Public Views. Comes with the application. Custom views created at the
organization level are also public views. One of these public views can be
defined as a default view.
 System Views. Similar to Public views and are created by CRM on
installation. System Views include Associated View, Advanced Find View,
Lookup View and Quick Find View.
 Personal Views. Users can create their own views using the Advanced
Find tool and save them as personal views.
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Customize Views
 We can customize the View Name, columns names, add or remove
columns, update filtering criteria etc.
 To create or updated Public and System Views:
 Go to Settings -> Customizations -> Entity_Name -> Views
 Personal views can be created from the Command Bar itself.
 New personal views can be created for your business requirement and the
ownership will be at organization level. Existing views can be edited too.
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Customize Views
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Create a Custom View
Enter Details:
 View Name
 Description
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Create a Custom View
Setup the view:
 Edit filtering Criteria
 Add Columns
 Configure Sorting
 Change Properties
 Remove
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Create a Personal View
Very similar to how we create
Public Views
Steps:
1. Give a name and description
2. Edit Filtering Criteria
3. Add/Edit Columns
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Create a Personal View
Provide Name and description
Edit Filter Criteria
 Add Criteria Clauses
 Use Group AND, Group OR to
combine Clauses
Add Columns
 Add New Columns
 Edit Existing Columns
 Edit Columns properties
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Entity Charts
 A chart is a graphic representation of data from multiple records of an
entity.
 Charts are integrated with grids in the web application. They are built from
the query on the data.
 When a view is updated for the data, the associated charts also get updated
automatically.
 Settings -> Customizations -> Entity_Name-> Charts
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Example: Leads by Rating
‘Leads by Rating’ chart
displays the graphical
representation of leads View
based on Rating.
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Types of Charts
 There are 2 types of charts: system and personal.
 System Charts. System charts can only be created by users with System
Administrator or System Customizer roles. These charts are by default
visible to all users.
 These charts can be customized by going on to the settings area and
customizing the system.
 User Charts. Personal charts can only be seen by the users that create
them or the ones to whom these charts are shared with. These charts can
only be shared if the owner has sharing privileges.
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Customize Charts
 You can edit exists charts or create new ones.
 To customize: Settings - > Customizations ->Default Solution ->
Entity_name -> Charts.
 Charts can be imported and exported as well as be transferred from one
deployment to another.
 Charts can be created via CRM views or through coding.
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Create A New Chart
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Edit A Chart
You can customize the existing charts:
- Display Name
- Legend (Y -axis ) values
- Category ( X-axis) Values
- Chart type
- Update Aggregate functions
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Understanding Business Rules
 Business rules are a good alternative to build validations on forms with UI.
 Using business rules system administrators or a power users can create
validations without coding skills.
 Jscript cant be replaced by business rules.
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Understanding Business Rules
There are four ways you can view, create, or edit business rules:
1. Solution - > Entity
2. Solution -> Entity-> Field
3. Form Editor -> Business Rules
4. Form Editor -> Field
Scope of Business rules
Scope Where it runs run
Entity All forms and server
All forms All forms
Specific form Just that form
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Uses of Business Rules
 Make a field ‘Business Required’ when the value in another field is
changed
 Set the value of a field based on various criteria
 Calculate the value in a field based on the value(s) of other field(s)
 Show an error message when an invalid value is entered
 Show/hide or enable/disable a field depending on the value entered in
another field
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Create New Business Rules
Can create from Forms as well as Form Fields.
Mention the following:
 Scope of Business Rule
 Validations
 IF..ELSE. ELSE IF loops for Conditions.
 Actions – What actions need to be done
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Practise : Set Discount as per Purchase Timeframe
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IF
PurchaseTimeFrame = Immediate
Then
Opportunity Discount = 5%

Practise: Set Exchange Rate field as Required
If Status = active
Then ExchangeRate as
business Required.
Eles IF Currency doent
contain Value
Then show Error Message.
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Understanding Dashboards
 Dashboards in Microsoft Dynamics CRM provide an overview of business
data ‒ actionable information that's viewable across the organization.
 Use a dashboard to see performance at a glance.
 Components of a Dashboard:
 Views
 Charts
 iFrames
 Web Resources – HTML, Silverlight content.

Types of Dashboards
 User dashboards. A user dashboard can be created by any user in the
user's work area.
 A user dashboard doesn't have to be published to be visible, but it's only
visible to the person who created it, unless shared with others
 System dashboards : is created by a system administrator or customizer in
the Settings area.
 A system dashboard must be published to be visible.
 After it's published, it's visible to everyone in the organization, unless
hidden by the admin or customizer.

Sales Dashboard
Includes
Chart: Leads by Rating
Chart: Lead Conversion Rate
Chart: Sales Pipeline
Chart: Activities By Owner

Out-of-the-box and Custom Dashboards
 Dynamics CRM is shipped with out of the box Dashboards which span
across sales, marketing and service modules.
 In addition to this you can also create custom dashboards.
Some of the Out-of-the-box views
 Sales performance Dashboards
 Sales Activity Dashboard
 Marketing Dashboard
 Customer Service Manager Dashboard

Work with Dashboards
You can do following operations on dashboards:
 You can set frequently used dashboards as default Dashboard.
 You create new Dashboards, modify existing components.
 You deactivate existing Dashboards.
 Create and share your personal dashboards with other users.

Create a Dashboard
 Select dashboard layout.
 Provide descriptive name.
 Add a chart, view or
Iframe.

Add a Chart to the Dashboard
 Select the record type
for the chart.
 Select a view that the
data in the chart will be
based on.
 Choose the actual
chart.
 Select Add.

Share Your dashboard with Others

Questions?

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Introduction to Customization in dynamics crm 2016

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