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Customer Relationship Management



No-Code Configurations for Dynamics CRM – Part 2

This is the second article on how you can configure Dynamics CRM without writing code. In Part 1, I described the configuration options with System and Custom entities, as well as explaining how to use Business Rules. In this article, I will describe how you can configure Dynamics CRM using Workflows and Dialog, Business Process Flows, and Dashboards/Reports.

John Adali by John Adali

No-Code Configurations for Dynamics CRM – Part 1

This is the first article (of two) where I am going to detail out the different areas of no-code configurations, to give you an idea of what you can do with this type of customization in Dynamics CRM.

John Adali by John Adali

Customization Options for Dynamics CRM

This is the first post in a multi-part series on how to create customizations in Dynamics CRM. If you’ve ever used Dynamics CRM, you quickly learn that while it’s got a lot of features and functionality out-of-the-box, the system really needs to be customized to your specific environment to fully meet your business needs.

John Adali by John Adali