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Solution Types
Type
Description
Managed
Customer can
uninstall solution
edit fields
Unmanaged
Customer
can't remove solution
can't edit fields
Workflow (WF)
Business Process Flow (BPF)
introduced in CRM 2013
stage-gating defines which data is required for the next step
can be controlled through Portable Business Logic (PBL) or Workflow (WF)
max. 5 entities per BPF
max. 10 BPF per entity
Deployment of predefined BPF
→ Settings
→ Data Management
→ Add Ready-to-use Business Processes
Portable Business Logic (Business Rules, PBL)
Set standard behaviour without JavaScript:
Show error message
Set field value
Set Business required
Set visibility
Lock or unlock field
CRM Customization Options
Basic Customization
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Pure xRM
Built on OOB CRM
Mail-Merge and Email Templates
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Extending OOB CRM
Workflow-Driven Processes
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SSRS Reports
No/little OOB CRM
All new Entities
All new Views, Forms, Relationships
Custom UI
Lead to Opportunity sales flow
Quote lifecycle
Order lifecycle
Invoice lifecycle
Article workflow
Marc Wolenik: Microsoft Dynamics CRM 2013 Unleashed . Hrsg.: Sams Publishing (= Unleashed ). 1. Auflage. Pearson, 2014, ISBN 978-0-672-33703-1 (englisch, informit.com [abgerufen am 23. Juni 2014]).
Easy Navigate. In: CodePlex. Abgerufen am 18. Juni 2014 (englisch, zeigt die komplette Sitemap auf einen Blick).
CRM 2013 Quick Navigation. In: CodePlex. Abgerufen am 18. Juni 2014 (englisch, legt in den Footer einer Entität Links zu den Tabs und Sections eines Forms).
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