Microsoft Dynamics CRM as a Development Platform
Overview
Microsoft Dynamics CRM is a sophisticated business application platform that provides the basic
services required by developers and even business analysts to build upon. A wide range of
applications can be created with this platform. These applications may be based on Microsoft
Dynamics CRM but are not limited to CRM-type applications.
Microsoft partners and customers have taken advantage of this platform to build several industry
specific solutions. These industries include education, government, financial services,
manufacturing, distribution and many more. IQubz has built a vertical solution for the hospitality
industry (hotels and resorts) using the same Dynamics CRM platform.
Dynamics CRM is designed with the following goals in mind:
Customizations
Based on Microsoft CRM security roles, users, managers, system administrators, system
customizers, and software developers can take advantage of the flexibility provided in Microsoft
CRM to customize the application's appearance and behavior. Here are some examples of how
users with different roles can customize Dynamics CRM:
Users
End users can configure the way they view information and their personal options.
Company Managers
Company managers (executives, sales, marketing, customer service managers and other business
managers) can customize user permissions, business unit settings, and workflow processes.
System Customizers
System customizers can customize the schema, including adding, modifying, renaming, or deleting
entities and fields. System customizers can also modify the user interface by changing form and
view content and defaults, adding or modifying reports, and changing the default filter for reports.
System customizers can use the Workflow Manager tool to create workflow rules.
System Administrators
System administrators can do all the tasks system customizers can do, plus modify any record in
Microsoft CRM.
Developers
Developers can customize and extend Microsoft CRM functionality by using the Workflow and
Deployment Manager tools on the Microsoft CRM server, and by using the processes defined in the
Microsoft CRM Software Development Kit.
Dynamics CRM System wide features
Dynamics CRM provides the following features and capabilities you can leverage in your application
without having to build them from scratch.
Conclusion
Dynamics CRM is a horizontal platform that can be used by any company, regardless of industry or
size. It can be used to develop all sorts of applications that go beyond CRM.
Microsoft Dynamics CRM is a sophisticated business application platform that provides the basic
services required by developers and even business analysts to build upon. A wide range of
applications can be created with this platform. These applications may be based on Microsoft
Dynamics CRM but are not limited to CRM-type applications.
Microsoft partners and customers have taken advantage of this platform to build several industry
specific solutions. These industries include education, government, financial services,
manufacturing, distribution and many more. IQubz has built a vertical solution for the hospitality
industry (hotels and resorts) using the same Dynamics CRM platform.
Dynamics CRM is designed with the following goals in mind:
- Connect your company's "business model" and "software model": Dynamics CRM reflects
more of the business model in the software model so that when changes occur within your
organization or its business processes, the software can adapt to these changes more easily
and affordably. - Adaptive process: It enables you to customize the solution to adapt to the model of the
business instead of forcing the business to adapt to a process built into the application. - Focus on users: Users can access Dynamics CRM (including any customizations) from
within Microsoft Outlook client or using the web browser. This provides the user experience
that is tightly integrated with how they work today.
Customizations
Based on Microsoft CRM security roles, users, managers, system administrators, system
customizers, and software developers can take advantage of the flexibility provided in Microsoft
CRM to customize the application's appearance and behavior. Here are some examples of how
users with different roles can customize Dynamics CRM:
Users
End users can configure the way they view information and their personal options.
Company Managers
Company managers (executives, sales, marketing, customer service managers and other business
managers) can customize user permissions, business unit settings, and workflow processes.
System Customizers
System customizers can customize the schema, including adding, modifying, renaming, or deleting
entities and fields. System customizers can also modify the user interface by changing form and
view content and defaults, adding or modifying reports, and changing the default filter for reports.
System customizers can use the Workflow Manager tool to create workflow rules.
System Administrators
System administrators can do all the tasks system customizers can do, plus modify any record in
Microsoft CRM.
Developers
Developers can customize and extend Microsoft CRM functionality by using the Workflow and
Deployment Manager tools on the Microsoft CRM server, and by using the processes defined in the
Microsoft CRM Software Development Kit.
Dynamics CRM System wide features
Dynamics CRM provides the following features and capabilities you can leverage in your application
without having to build them from scratch.
- Access within Microsoft Outlook or from a web browser
- Import data using built-in data import tools in Dynamics CRM
- Integrate with other applications using web services based APIs (Application Programming
Interfaces) - Export data in various formats such as Excel (including dynamic PivotTables and
worksheets), PDFs and Word documents - Build cubes using SQL Server Analysis Services and analyze the data in Excel and other
analysis tools
Conclusion
Dynamics CRM is a horizontal platform that can be used by any company, regardless of industry or
size. It can be used to develop all sorts of applications that go beyond CRM.
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