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Customizations for Microsoft Dynamics CRM Online

Applies To: CRM Online

You can tailor Microsoft Dynamics CRM Online to more closely fit your organization’s industry, nomenclature, and unique business processes by customizing the service. You can implement many customizations without developer support by using tools that are part of the service. More information: Customizing CRM 2015 for online and on-premises

The following table shows some examples of customizations.

 

Customization Definition Reason for the customization

Entity

An item with properties that you track, such as a contact or account. For an entity you might track properties such as company name, location, products, email, and phone.

You can create or modify the name or properties of an entity that your organization wants to track.

Workflow

A set of rules that run on demand or are triggered to run automatically.

You can create or modify workflows to run in accordance with the way your organization works. For example, a custom workflow could automatically send an email notification to an account owner when a specific condition or combination of conditions is reached.

Field

A property of an entity, such as company name.

You can define entity properties that you want to track.

Form

A set of data-entry fields for a given entity that matches the items that your organization tracks for the entity, for example, a set of data-entry fields that track a customer’s previous orders along with specific requested reorder dates.

You can create a new form based on an existing form, and then customize the form to suit your organization’s needs.

Interface

The buttons, labels, and controls of the user interface.

If the users in your organization find the term Commit more familiar than the term Go, for example, you can change all the Go buttons to be Commit buttons.

See Also

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