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Dynamics 365 CRM customization checklist with detailed checkpoints – Part 1

1. Entity Customization Create Custom Entities Customize Existing Entities 2. Form and View Customization Custom Forms Custom Views 3. Business Process Workflow Customization Define Workflows Business Process Flows 4. Validation Rules and Business Logic Set Validation Rules Implement Business Logic 5. Plug-ins and Custom Code Develop Plug-ins Custom Code 6. Web Applications and External Integrations […]

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  • Dynamics 365 CRM customization checklist with detailed checkpoints – Part 1

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