CUSTOMIZATION

SCOPE & ARCHITECTURE

TECHNICAL TRAINING

Sanjaya Prakash PradhanMCP & Founder of Softchief.com

COURSE ID D365 - 001 Duration - 1Hr

CRM Architecture❖ Online & On-Premise

➢ Restrictions➢ Permissions

❖ Outlook ➢ Offline Filters and Settings for Entities

❖ Web & Mobile➢ Web Client, Mobile Client, Tablet Client

❖ Functional Modules➢ Sales, Services, Marketing

❖ Configuration ➢ No Developers Stuffs

❖ Customization➢ Developer Stuffs

❖ Deployment➢ Solution and Component Deployment

❖ Third Party Tools➢ XRMToolBox, Plugin Registration Tool

❖ SQL Database Architecture➢ Databases, Tables, Views

CRM Architecture

Customization Scope❖ S - Schema

➢ Entity, Fields, Relationships, Business Rules❖ S - Security

➢ Roles, Records, Field, Hierarchy❖ P - Process

➢ Workflows, CWAs, Plugins, Dialogs, Actions, BPFs❖ U - UI

➢ Web resources, Javascript, Form Design, Command Customization❖ A - Analytics

➢ Charts, Dashboard, Reports❖ T - Templates

➢ Word Templates, Contract Templates, Email Templates

Customization Scope

Thanks You

Any Questions?