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Configuration Tools

We previously mentioned three tools that are used in the configuration of Microsoft CRM. These tools and the functions they provide are listed here:

  • Deployment Manager

    • Adds a license key to the system

    • Creates new schema fields

    • Maps fields from one object to another

    • Publishes, imports, and exports Microsoft CRM configuration files

  • System Customization

    • Changes field values

    • Adds values and constraints to fields

    • Adds and removes tabs from screens

    • Adds and removes sections from screens

    • Adds and removes fields from screens

    • Modifies existing views

    • Adds new views

  • Workflow Manager (covered in Chapter 12)

    • Creates workflow rules

    • Creates Sales Processes

    • Creates Sales Process templates


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