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The difference between the System Administrator and System Customizer security roles is that a system administrator has read privileges on most records in the system and can see everything. Assign the System Customizer role to someone who needs to perform customization tasks but shouldn’t see any data in the system entities. However, testing is an important part of customizing the system. If system customizers can’t see any data, they will need to create records to test their customizations. By default, system customizers have full access to custom entities. If you want to have the same limitations that exist for system entities, you’ll need to adjust the system customizer security role so that the access level is User rather than Organization for custom entities.
Microsoft Dynamics CRM 2013 Customization Guide Version 6.1.0 1 1 This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. The videos and eBooks are in English only. Also, if you click the links, you may be redirected to a U.S. website whose content is in English. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveX, Azure, BizTalk, JScript, Microsoft Dynamics, Outlook, SharePoint, SQL Server, Visual Basic, Visual Studio, Windows, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners. 2 Contents 3 Customization Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online IT Pros and CRM administrators can use the resources and topics in this guide to help them implement customizations in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. In This Section What's new for customization Getting started with customization Customization overview Create and edit metadata Create and design forms Create and edit views Customize CRM for tablets Create and edit processes Create and edit business rules Create and edit web resources Related Sections Microsoft Dynamics CRM 2013 Planning Guide Microsoft Dynamics CRM 2013 Installing Guide Operating Guide for Microsoft Dynamics CRM 2013 (on-premises) Microsoft Dynamics CRM 2013 Administration Guide Report Writers Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online See Also Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Implementation Guide 4 Send us your comments about this document If you have a question or comment about this document, click to send an e-mail message to the Microsoft Dynamics CRM content team. If your question is about Microsoft Dynamics CRM products, and not about the content of this book, search the Microsoft Help and Support Center or the Microsoft Knowledge Base. What's new for customization There are a lot of changes in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. You have a new user experience and new features. Because Microsoft Dynamics CRM is a metadata driven application, many of the new experiences leverage existing metadata and you should expect any existing supported customizations to upgrade. This topic introduces some of the new features and how some existing features have changed. In This Topic Updated entities Ribbon changed to command bar Form customization changes • New forms • Business process flows • Business rules • Quick create form • Quick view forms • Autosave • Customizable tooltips Images Updated entities In Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online, 29 system entities, as well as all custom entities, have been updated to provide an improved user experience. More information: Updated Entities These entities are the ones that are most commonly used by people who use the application to do their work, especially for sales and marketing activities. There are many other entities that weren’t updated, but these aren’t used as frequently or are focused on managing services. 5 Ribbon changed to command bar For Updated Entities and custom entities, the ribbon interface has been replaced with a command bar. The ribbon is still used for Entities using classic forms and for list views in Microsoft Dynamics CRM 2013 for Microsoft Office Outlook. The command bar is based on the same ribbon data and the process to edit the command bar is described in the Customize commands and the ribbon topic in the Microsoft Dynamics CRM SDK. Form customization changes As part of the changes to provide an updated user experience, there have been significant changes to forms for the Updated entities. New forms To improve user’s experience the layout for forms have changed. We know that people upgrading from earlier version have spent a lot of time customizing their forms and we did not want to arbitrarily force your custom forms into a new layout. We added new forms for all the entities that have been updated. These new forms include a three column layout that demonstrates the kind of experience people have told us that they want. If you upgrade from the previous release, you’ll find your existing Information main form and a new main form named after the entity. The new form for the Account entity is Account, the new form for the Opportunity entity is called Opportunity, and so on. When you upgrade you can edit this new form and choose Bring in another form from the ribbon. This will append the Information form to the bottom of the new form and you can drag and drop the parts of your original form into the new form so that you can take advantage of the new layout and features. More information: Create and design forms Business process flows At the top of updated forms you can see a process flow control that provides a guide for people to get work done. The process flow control provides a streamlined experience that ties data entry with stages in the lifecycle of the record. The business process flow can span multiple entities to create an experience where people focus on getting work done rather than what type of record they need to create. To get the process flow control in a form you have to enable the entity for business process flows and then design a process for it. More information: Business process flows, Video: Microsoft Dynamics CRM 2013 Business Process Overview Business rules Use business rules to apply form logic without writing JavaScript code. Business rules provide a simple declarative interface to implement and maintain fast changing, commonly used business rules that will be applied to main and quick create forms for both the web application and CRM for tablets. More information: Create and edit business rules 6 Quick create form There is a new type of form called Quick Create. This form is launched when people click the Create icon in the navigation bar. This form is optimized for rapid creation of new records. Like main forms, the quick create form supports form scripting, but it doesn’t support web resources or IFrames. More information: Create and edit quick create forms, Video: Microsoft Dynamics CRM 2013 Customization New Features - Quick Create Forms Quick view forms These forms allow you to show fields and lists in a form from a record that is related to the current record. For example, if you want to see details for the account record that is linked to an opportunity, you can add a quick view form that exists for the account entity and display the information in the opportunity form. This data can include any fields from the account entity as well as lists showing any records related to the account. More information: Create and edit quick view forms, Video: Microsoft Dynamics CRM 2013 Customization New Features - Quick Forms Autosave Any of the updated forms now have autosave enabled by default. With auto save enabled there is no save button displayed in the command bar on the form. Records that have changed data are automatically saved every 30 seconds or when people navigate to a new record. Because this new behavior may conflict with people who have custom code that doesn’t account for it, autosave can be disabled at the organization level. There is no option to disable autosave at the entity or form level, but a small script can be added to the OnSave event of a form that will disable it on the form level. More information: Manage auto-save Customizable tooltips The description text set for fields is now displayed as tooltips when you place your cursor over the labels for fields. Set the description text to provide guidance for people in your organization. More information: Create and edit fields, Video: Microsoft Dynamics CRM 2013 Customization New Features - Customizable Tool Tips Images Certain system entities and all custom entities can have an image attribute. This attribute is designed to allow a record to store a single image that can be displayed in entity forms that are enabled to display it. For more information about how to enable this image, see Image fields. For information about how to enable entity forms to display the image, see Form Properties. More information: Video: Microsoft Dynamics CRM 2013 Customization New Features - Image Data Type 7 See Also Customization Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Getting started with customization What's new in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online What's new for administrators in Microsoft Dynamics CRM 2013 and CRM Online Video: Microsoft Dynamics CRM 2013 Customization New Features - Quick Forms Video: Microsoft Dynamics CRM 2013 Customization New Features - Business Rules Video: Microsoft Dynamics CRM 2013 Customization New Features - Customizable Tool Tips Video: Microsoft Dynamics CRM 2013 Customization New Features - Phone Number Format Video: Microsoft Dynamics CRM 2013 Customization New Features - Image Data Type Video: Microsoft Dynamics CRM 2013 Customization New Features - Quick Create Forms Video: Microsoft Dynamics CRM 2013 for Tablets - Customizations Video: Microsoft Dynamics CRM 2013 Business Process Overview Getting started with customization If you’re new to customizing Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online, the topics in this section will help you learn how to customize the application to meet requirements for your organization. In This Section Privileges required for customization Customization concepts Use solutions for your customizations Related Sections Customization overview What's new for customization See Also Customization Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online What's new for customization Customization overview 8 Privileges required for customization Individuals can personalize the system and even share some of their customizations with others, but only users with the correct privileges can apply changes for everyone using Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. This section assumes you know how to work with security roles. For more information about working with security roles, see Create users and manage security. In This Topic System Administrator and System Customizer security roles Delegate customization tasks Test customizations without customization privileges System Administrator and System Customizer security roles Almost everyone who customizes Microsoft Dynamics CRM will have the System Administrator or System Customizer security role associated with their CRM account. These security roles give you the permissions you need to customize your CRM deployment. System Administrator System Customizer Has full permission to customize the system. Has full permission to customize the system. Can view all data in the system. Can only view records for system entities that they create. The difference between the System Administrator and System Customizer security roles is that a system administrator has read privileges on most records in the system and can see everything. Assign the System Customizer role to someone who needs to perform customization tasks but shouldn’t see any data in the system entities. However, testing is an important part of customizing the system. If system customizers can’t see any data, they will need to create records to test their customizations. By default, system customizers have full access to custom entities. If you want to have the same limitations that exist for system entities, you’ll need to adjust the system customizer security role so that the access level is User rather than Organization for custom entities. Delegate customization tasks You might want to delegate some tasks to trusted people so that they can apply changes they need. Keep in mind that anyone can have multiple security roles associated with their user 9 Note account and that privileges and access rights granted by security roles is based on the least restrictive level of permissions. This means that you can give the System Customizer security role to someone who already has another security role, perhaps a sales manager., This lets them customize the system in addition to other privileges they already have. You don’t need to edit the security role they already have, and you can remove the System Customizer security role from the person’s user account when you want. Test customizations without customization privileges You should always test any customizations you make with a user account that doesn’t have customization privileges. This way you can make sure that people without the System Administrator or System Customizer security roles will be able to use your customizations. To do this effectively, you need access to two user accounts: One account with the System Administrator security role and another that has the security roles that represent the people who will be using the customizations. Don’t attempt to remove your System Administrator security role if you have only one user account. The system will warn you if you try, but if you proceed you could find that you won’t be able to get it back. Most security roles don’t allow editing of a user’s security roles. See Also Getting started with customization Customization concepts Use solutions for your customizations Customization concepts Of course you’re eager to get started, but please take a few minutes to read the content in this section. This will introduce you to important terms, give you some background about why things are done a certain way, and help you avoid potential problems in the future. In This Topic What is metadata and why should you care? What kinds of customizations are supported? What kinds of customizations are not supported? What you need to know about solutions Publishing customizations 10 Important [...]... that custom solutions developed using Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online can be deployed on future point releases of Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online and within support boundaries declared for future versions of CRM • Our plan is that custom solutions developed using future versions of Microsoft Dynamics CRM cannot be installed into earlier versions... security for your organization is beyond the scope of this guide For more information see Control data access See Also Customization Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Getting started with customization Create and edit metadata Create and edit metadata Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online is a metadata driven application Before we go on... Managing Documents Stored in SharePoint from Microsoft Dynamics CRM Developers should look at the Microsoft CRM SDK topic Integrate SharePoint with Microsoft Dynamics CRM For information about installation requirements for Microsoft Dynamics CRM on-premises deployments, see SharePoint Document Management software requirements for Microsoft Dynamics CRM 2013 Field security profiles You can set an extra... Microsoft Dynamics CRM 2011 and replaced with the Connections feature People who upgraded from Microsoft Dynamics CRM 4.0 could continue using Relationship Roles with Microsoft Dynamics CRM 2011 ISV Config Service Calendar Appearance Configuration In Microsoft Dynamics CRM 4.0, the ISV Config file provided all the capabilities to create custom buttons and form navigation capabilities In Microsoft Dynamics. .. has people who use a language other than the base language you chose when you installed Microsoft Dynamics CRM 2013 or subscribed to Microsoft Dynamics CRM Online, you can add more languages For CRM Online, you’ll find all the languages are already installed; you just need to enable them For Microsoft Dynamics CRM 2013, you can install additional language packs to add more languages After you install... on-premise deployment into a CRM Online organization or a default solution taken from a CRM Online organization into an on-premises deployment We do support importing custom solutions between these deployment types, but not default solutions • Custom solutions developed using Microsoft Dynamics CRM 2011 can be imported into Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online organizations •... unsupported customizations in your CRM deployment you should be sure to document what was done and have a strategy to remove those customizations before you contact Microsoft Dynamics CRM Technical Support If you need help with unsupported customizations, contact the developer or organization who prepared the customizations Common unsupported customization practices The following is a list of common customization. .. preferences For information about installing and enabling language packs see Microsoft Dynamics CRM 2013 Language Pack Installation Instructions Note Enabling a language can take several minutes and during this time people may not be able to us Microsoft Dynamics CRM Enable additional languages 1 On the nav bar, click or tap Microsoft Dynamics CRM > Settings 34 2 On the nav bar, click or tap Settings > Administration... CRM Currency Symbol Currency Symbol Full Name Display Order Order in which names are to be displayed throughout CRM Is Get Started Pane Content Enabled Get Started Pane was removed with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Presence Enabled Information on whether IM presence is enabled Negative Format Information that specifies how negative numbers are displayed throughout CRM. .. included in the Microsoft Dynamics CRM SDK The Metadata browser is a managed solution containing only HTML web resources that you can install that will let you view all the metadata and filter entities and fields to gain a better understanding of what the metadata contains Download and install the metadata browser 1 Download the Microsoft Dynamics CRM SDK package 2 Run the MicrosoftDynamicsCRM2013SDK.exe . Section Privileges required for customization Customization concepts Use solutions for your customizations Related Sections Customization overview What's new for customization See Also Customization Guide. Resource See Also Getting started with customization Privileges required for customization Use solutions for your customizations Use solutions for your customizations All customizations performed in Microsoft. account when you want. Test customizations without customization privileges You should always test any customizations you make with a user account that doesn’t have customization privileges. This