- Limitations and Licensing Considerations
- Customization Options by CRM Version
- Customizing Navigation
- Form Events
- IFrames
- Examples
- Summary
Customization Options by CRM Version
Because Microsoft Dynamics CRM comes in three different versions (On Premise, Partner Hosted, and Microsoft Hosted [CRM Online]), some limitations apply to what you can do within each version when considering customization.
Table 3.1 shows customization options by CRM version.
Table 3.1. Microsoft Dynamics CRM Customization Options
Microsoft Dynamics CRM Version |
|||
On Premise |
Partner Hosted |
Microsoft CRM Online |
|
Entity customization |
X |
X |
X |
Attribute customization |
X |
X |
X |
Form/view customization |
X |
X |
X |
Relationship customization |
X |
X |
X |
Workflow customization |
X |
X |
X |
BU, teams, and role configuration |
X |
X |
X |
Administration configuration |
X |
X |
X |
Business management configuration |
X |
X |
X |
Product catalog configuration |
X |
X |
X |
Relationship roles configuration |
X |
X |
X |
JScript events on forms and fields |
X |
X |
X |
Navigation options |
X |
X |
X |
User interface customizations |
X |
X |
X |
IFrame |
X |
X |
X |
Create new reports (Report Wizard) |
X |
X |
X |
Upload custom reports |
X |
Varies |
– |
Programmatically upload reports |
X |
X |
– |
Access to filtered views |
X |
X |
– |
Import/export and publish customizations |
X |
X |
X |
Import/export and publish workflow |
X |
X |
X |
Data import/migration |
X |
X |
X |
Plug-in usage |
X |
Varies |
– |
Workflow creation |
X |
X |
X |
Workflow creation using .NET assemblies |
X |
Varies |
– |
Access to Discovery web service |
X |
X |
X |
Access to CRMService web service |
X |
X |
X |
Access to MetaData web service |
X |
X |
X |
Access to Deployment web service |
X |
X |
– |
Active Directory (AD) authentication |
X |
– |
– |
Forms-based authentication |
X |
X |
– |
Windows Live authentication |
– |
– |
X |