Summary

Throughout this chapter, we looked at the main component of the three system modules, the entity. We have defined what an entity is, and we have looked at what an entity is comprised of. Then, we looked at each of the components in detail, and we discussed ways in which we can customize the entities, and we can extend the system. We have investigated ways to visually represent the data related to entities, and how to relate entities for data integrity. We have also looked at various new field types, such as rollup and calculated fields, which now reduce the amount and effort of customization to simple Excel-like configurations. We've seen the SLA functionality, and we've looked at various available document management options, and trending analysis. We closed this chapter with a quick look at enabling the out of the box geolocation features.

The next chapter will take you into the business aspect of the Dynamics CRM platform, with an in-depth look at all the available business processes...