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Customization - Do you use a supported method of customization?

Last updated by Mehmet Ozdemir on 01 Jul 2013 05:17 am (almost 8 years ago) See History

The Microsoft CRM customization tools make it no longer necessary for you to hack ie. write triggers, stored procedures and .aspx pages. In fact if you were to do any of these your CRM is unsupported. Changes will not be preserved in any upgrades or fixes and Microsoft will not attend to any of your support calls until you revert your CRM back to a supported state.

The common ways to customize are:

  1. Use the designer to add Entities and Forms (aka Tables and Forms)
  2. Write SQL Reporting Services Reports
  3. Write workflows with the CRM designer
  4. Write workflows with VS.NET and .NET 3.0 WF (new since CRM 4.0)
  5. Write callouts with VS.NET (the extension points made available)

The diagram below briefly outlines what are possible supported methods of customization.

CRM Customization Architecture
Figure: Microsoft CRM Customization Architecture

Refer to P19 of the CRM Customization Manual Course 8525A for a more in depth discussion.

PS: For CRM 3.0 you can't find everything on the web - you will need the CRM Customization Manual Course 8525A - you have to buy it from Microsoft :-(

Adam CoganAdam Cogan

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