Microsoft MS-Dynamics CRM Module

Getting Started with MS Dynamics CRM
Working With Microsoft Dynamics CRM Module-5

Customizations for Microsoft Dynamics
Description:
BISP is committed to provide BEST learning material to the beginners and
advance learners. In the same series, we have prepared a complete end-to
end Hands-on Beginners Guide for Microsoft Dynamics CRM. The
document focuses on customizing MS Dynamics. Join our professional
training program and learn from experts.
History:
Version
0.1
0.1
Description Change
Author
Initial Draft
Chandra Prakash Sharma
Review#1
Sumit Goyal
www.bispsolutions.com
Page 1
www.bisptrainigs.com
Publish Date
10th Aug 2014
10th Aug 2014
www.hyperionguru.com
Contents
Customizations for Microsoft Dynamics CRM Online........................................................3
Types of Customizations :................................................................................................ 3
Solutions :........................................................................................................................ 4
Customizing Fields :......................................................................................................... 6
Customization Concepts :............................................................................................. 6
Field Data Types :......................................................................................................... 6
How to Creating Custom Fields in Microsoft Dynamics CRM Online:.............................8
Field Properties :......................................................................................................... 11
Option Sets :............................................................................................................... 13
Creating Option Sets :............................................................................................. 13
Page 2
Customizations for Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online to more closely fit your organizations industry,
nomenclature, and unique business processes by customizing the service.
Below example show customizations:
Entity : Entity 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.
Workflow : Workflow set of rules that run on demand or are triggered to run
automatically.
Field : Field property of an entity, such as company name.
Form : Form set of data-entry fields for a given entity that matches the items that your
organization tracks for the entity.
Interface : The buttons, labels, and controls of the user interface.
Reason for the customization :
Entity : You can create or modify the name or properties of an entity that your
organization wants to track.
Workflow : You can create or modify workflows to run in accordance with the way your
organization works.
Form : You can create a new form based on an existing form, and then customize the
form to suit your organizations needs.
Field : You can define entity properties that you want to track.
Interface : If the users in your organization find the term Commit more familiar than
the term Go.
Types of Customizations :
There is four type customization available in Microsoft Dynamics CRM online :
1. Customize the System : You can create, modify or delete components in your
organization. Components include entities, fields, relationship, forms, report, process
and other.
2. Solutions : Create, modify, export or import a managed or unmanaged solutions.
3. Publishers : Create, modify or delete a solutions publisher.
4. Developer Resources : View information or download files that help you developer
application and extensions for Microsoft Dynamics CRM.
Page 3
Solutions :
A solution is a bucket where all the customization components of a particular
project are stored.
Solutions are how customizers and developers author, package, and maintain
units of software that extend Microsoft Dynamics CRM 2013 and Microsoft
Dynamics CRM Online.
Creating a solution helps in moving these components from one environment to
another.
Customizers and developers distribute solutions so that organizations can use
Microsoft Dynamics CRM to install and uninstall the business functionality
defined by the solution.
There are three different types of solutions :
1) Default.
2) Managed.
3) Unmanaged.
Default Solution : The out-of-the-box Microsoft Dynamics CRM software as well as the
pre-deployment customizations are part of the default solution.
You can access a default solution by navigating to Settings, Customizations, and
Customize the system.
Page 4
Managed Solution and Unmanaged Solution :

Unmanaged Solution:
The beginning state of solution is the unmanaged solution state.
An unmanaged solution is one that is still under development or isnt intended to be
distributed.
During this phase, you can add, edit, update, remove, delete, and test any of the
components of the solution.
You also have the ability to create restrictions on the components within the solution.
Managed Solution :
A managed solution is a completed solution that is intended to be distributed and
installed.
They are created by exporting an unmanaged solution by setting restrictions to prevent
any further customizations.
They are installed in addition to the system solution.
Page 5
Solution Components :
Customizing Fields :
Customization Concepts :
Microsoft Dynamics CRM is designed to allow system administrators and users the
flexibility of customizing and configuring the system to meet their specific needs.
Requirements for customization:
The right/privileges to make changes.
A structured methodology for implementation.
Understanding of the business process.
Familiarity with the application architecture.
And also include major types of customizations :
Page 6
Customizing the schema.

Customizing reports and dashboards and creating web resources.
Automations using workflows and dialogs.
Customizing forms, views and charts.
Field Data Types :

Possible data types for a field :
Data Type
Format
Single Line of
Email
Text(nvarchar)
Text
Allows the entry of any text in the field.

Allows up to 4,000 characters of text.
Text area
This creates a scrolling text box, Similar

to text, but allows you to set up the
field to
accept multiple lines of text on the
form.
Ticker
Symbol
This creates a stock ticker symbol in all

capital letters, Converts the value
entered into a hyperlink. Clicking the
hyperlink opens Microsoft money
central with details on the value of the
stock and latest news. By default, the
MSN website opens.
URL
Phone
Option Set (picklist)

Page 7
Notes
This opens a new e-mail message in the
default e-mail software when clicked
and also validates an email address.
This opens the URL in the user's default

browser when clicked and validates (or
adds) a valid Protocol (HTTP, HTTPS,
FTP, FTPS, OneNote, and TEL) are
allowed, Ensures that the field will only
allow a properly formatted Web URL as
input. Once populated, clicking on the
field will automatically open the
underlying Web site.
This creates a link that enables Skype
or Microsoft Lync users to initiate a call
by using the linked number.
Select an existing option set, or define
a new one.
Two Options (bit)
Whole Number (int)
None
Duration
Language
Time Zone
Image
Floating Point
Number(float)
Decimal
Number(decimal)
Currency(money)
Page 8
This allows you to create a simple

yes/no type field. On the form, it can be
displayed as a check box, a picklist, or
as radio buttons.
After creating this field, configure it in
the form to which it was added. In the
form, select whether the field is
displayed as option buttons (also known
as radio buttons), a check box, or a list.
Accepts a whole integer number within
the specified range -2,147,483,648 and
2,147,483,648, although you can set
different minimum and maximum
values.
Accepts duration in the field using a
pick list and s creates a drop-down list
box with values in minutes, hours, and
days.
Accepts a language in the field. Uses a
picklist to present a user-friendly
format for this field. Only languages
that have been installed with Dynamics
CRM will appear in the picklist.
This creates a drop-down list box with
options for every language that your
organization has made available for
users.
Accepts a time zone in the field. Uses a
pick list to present a user-friendly
format for the time zone and creates a
drop-down list box with options for
every available time zone.
Each entity can have one image field.
Accepts a floating-point number in the
selected precision (up to five digits) and
range. You can set the minimum and
maximum values.
Select up to 10 decimal points.
Accepts a money field (with optional
levels of precision) within the specified
range.
Currency
A lookup data type whose value must
be set before you can set the value of a
field with a currency data type.
Exchange
Rate
Multiple Lines of
Text(ntext)
Date and
Time(datetime)
Date Only
Date and
Time
Lookup
This has a decimal number data type.

This is a scrolling text box, Allows up to
100,000 characters of text.
Accepts a date value.
Accepts a date and time value.
Looks up a record from another entity.
Using this field creates a relationship to
the other entity.
You can create a lookup field using an
entity relationship that has already
been created, but not yet used with
another lookup field. If you create a
lookup field in an entity form, the
relationship is automatically generated.
A lookup field is created as a
relationship field.
How to Create Custom Fields in Microsoft Dynamics CRM

Online:
Step 1 : Login in Microsoft Dynamics CRM Online account, Then under the navigation
panel click on Microsoft Dynamics CRM, then click Setting, then Click
Customization and after then click on Customization the System link. see below.
Page 9
Step 2 : Expend Entities, then expend object (Account), then select Fields and
click on New link, see below.
Step 3 : Enter the Display Name, select Field Security, select data type, format
maximum length, then click on Save and Close button.
Page 10
Step 4 : After then click on forms under the account, then select Forms name
(Account).
Step 5 : Drag and drop Field name then click on save, then publish after then click on
Save and close button
Page 11
Step 6 : Click on Publish All Customizations button.
Step 7 : Check this field add or not.

Go to navigation click on Microsoft dynamics CRM, then select Service, then account,
then click on new account. you can see here Bisp account field is available. see below.
Page 12
Field Properties :
Page 13
Step 2 : Expend Entities, then expend object (Account), then select Fields, then
checked field name, click on More Actions tab and click on Managed Properties link
, see below.
Step 3 : Set Managed Properties by selecting radio buttons, then click on Set button.
Page 14
Step 4 : Click on Save and Close button, then click on Publish All Customizations
button.
Option Sets :
Option Sets are a field type similar to a pick list. If you want to be able to use this set in
multiple entities without having to create them every time, you can create a global
option set.
option sets to set fields so that different fields can share the same set of options, which
are maintained in one location. You can reuse global option sets.
Creating Option Sets :

Page 15
Step 2 : Expend Entities, then expend object (Account), then select Fields and
click on New link, see below.
Step 3 : Choose Option Set in Type, select Yes in the Use existing option set radio
button, then click on the New button.
Step 4 : In the page that opens, fill in the name and click on the
sign.
Enter the options in the Label field one by one. (The number in the Value field defaults.)
Click on Save and Close button.
Page 16
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Getting Started with MS Dynamics CRM

Working With Microsoft Dynamics CRM Module-5

Customizations for Microsoft Dynamics CRM Online

Managed Solution and Unmanaged Solution :

Customizing the schema.

Field Data Types :

Allows the entry of any text in the field.

This creates a scrolling text box, Similar

This creates a stock ticker symbol in all

Option Set (picklist)

This opens the URL in the user's default

Two Options (bit)

Whole Number (int)

This allows you to create a simple

This has a decimal number data type.

How to Create Custom Fields in Microsoft Dynamics CRM

Step 6 : Click on Publish All Customizations button.

Step 7 : Check this field add or not.

Creating Option Sets :

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