Microsoft Dynamic CRM Customization Options

For beginners of xRM, it is very important to understand all concepts and customization, you can read this link for understanding about xRM concept. This article written about scenarios which you will choose during working time with Microsoft Dynamic xRM  (CRM). These scenarios are defined by experience and features of Microsoft Dynamic CRM.

OOB Customization

This option is the starting of xRM customization, the first step to enter Microsoft Dynamic CRM worlds. All features, all customization can be done by OOB tool which go with Microsoft Dynamic CRM product. It mean that all requirement of your business shall be done easily by non-technical level, such as:

• Change the label of field on form
• Remove a field
• Creating new field
• Create basic workflow to adapt your business

In fact, this scenarios is juts for new beginners of xRM. And I am sure that all businesses need more than OOB customization, but it is the most important for all new members to enter Microsoft Dynamic CRM world.

Hybrid customization

This is the most case study that you have to face with during deploy Microsoft Dynamic CRM system. In other way, we can say that 90 percent business shall use this option for their business.

This option encompass all features of OOB customization, this scenario forces Microsoft Dynamic CRM to meet all the needs of business for specified industry. These below points are the basic for this option:

• Creating new custom entities and adding relationship between OOB entities. For example, you will create new entity called Habit and add 1 relationship with Contact
• Creating custom activity for combing with Microsoft Dynamic Workflow.
• Creating plugins to manage your business requirement.
• Creating many features that required advanced technical level to adapt your business

Clean Customization

This option will be used in the case of all OOB entities, all feature of Microsoft Dynamic CRM are not used. This approach will use Microsoft Dynamic CRM is a development platform to adapt for your organization.

What is the best?

The answer is “No option is the best”, it is very difficult to say exactly what should we choose for our approach, it is depend on you, depend on your experience in Microsoft Dynamic CRM, the goal of your business.

According to me, I will start with the base OOB and customize them to be suitable for my business, because I want to use the advantages of Microsoft Dynamic product, using the add-in processes and they will be enhanced by Microsoft in the new version.