• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint
Share this Page URL
Help

Chapter 8. Microsoft CRM Sales for Outlook > Configuration and Customization

Configuration and Customization

Chapters 11, “Configuring Microsoft CRM,” and 14, “Customizing Microsoft CRM,” respectively, deal with the subjects of configuration and customization. We differentiate between these two concepts by defining changes that can be made with a Microsoft CRM GUI (Graphical User Interface) tool as being configuration and changes requiring direct file manipulation (coding and configuration file editing) as customization.

Changes made to Microsoft CRM using the configuration tools provided are automatically pushed out to the CRMSO client application. If you add new schema fields in Schema Manager, and then add those fields to new tabs and sections on forms, these changes will be pushed out to the offline users without any additional effort on your part. If you create new mappings using Schema Manager, these mappings will be respected in CRMSO. This is all built into the CRM platform and is transparent to both users as well as system administrators.


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint