Procedure Followed to Build Development Environment for MS Dynamics CRM

Customer Relationship Management (CRM) refers to the method of managing the customers, holding on to the existing customers and turning the potential customers into real customers by offering them the service; all that they need to manage their business. Microsoft CRM is one of the members of the CRM family.

At times, there is necessity for checking the requirement level of particular attribute in runtime. This is possible by making use of the metadata web service. At some other time, it calls for modifying the CRM field label at runtime. This can be done in a simple manner by using the JS code. You may also be, sometimes, required to change the caption of the Section. Because section is a Table, thus, at first, you need to obtain its GUID through Developers tool and later on, depending on the GUID, the inner Text property can be changed.

Now that the CRM environment is created, it is time to set off with the development. For the reason that this application is an extremely extendable application, depending on your business requirements, you can extend it accordingly. This can be done through Server side code and Client Side or using API.

In general, three types of web services are provided by Dynamics CRM. First is the CRM Service that makes interaction with the CRM Data possible. Second web service provided by this application is the CRM Discovery Service that is used to receive organizational information. FI you need to alter the structure of data then the web service, named, Metadata Service, is available for the same purpose. These services can be used in varied fields according to the specific requirements by taking up the Microsoft dynamics CRM support in this area.