Summary
Throughout this chapter, we have looked at the processes available for customization in Dynamics CRM. We determined which type of process applies to which scenario, and when one type is better suited than another. We also looked at business rules and the Business Process Flow, and how to use them to enforce and visually enhance user experience. We also saw examples of creating these processes, and building complex relationships where one process can be triggered from another.
We also looked at working with documents and document templates. Finally, we looked at various ways to interact with Microsoft Dynamics CRM, using Outlook, the App for Outlook and mobile. We also quickly saw the search capabilities provided with the platform.
The next chapter will look at some of the external features that integrate with the platform, and some of the new tools introduced with the newer versions of Microsoft Dynamics CRM.
