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Customizations using Microsoft Dynamics CRM tools and Web application

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[Applies to: Microsoft Dynamics CRM 4.0]

There are a variety of tools included with Microsoft Dynamics CRM that you can use to customize it. These types of modifications are the easiest to implement and maintain. Customizations made using the Microsoft Dynamics CRM tools and Web application are fully supported and fully upgradeable.

Note    Fully supported means that developer support can provide assistance for customizations and that application support can help customers running those modifications. Mostly upgradeable relates to potential changes in the Microsoft Dynamics CRM SDK namespaces and in the client-side Document Object Model (DOM). We strive to keep the APIs backward compatible but reserve the right to change APIs for additional features.

The following customization methods can be used to produce fully supported customizations:

  • Customization tools in the Web application. For more information, see the Administrator's Guide in Microsoft Dynamics CRM online Help.
  • Settings tools in the Web application. For more information, see the Administrator's Guide in Microsoft Dynamics CRM online Help.
  • Reporting Services. For more information, see Report Writers Guide.
  • Using Filtered Views with external applications such as those in Microsoft Office. For more information, see Filtered Views.

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