What is XRM?
○ Extensible Relationship management - Using the CRM platform to build other applications that can relate data, DB with GUI and some business logic
What are configuration, customization, extending, and development?
○ Config - Business Units, Security Roles, Users, Teams, Field Security, Auditing,
and Solutions
○ Customization - Fields, Entities, Relationships, Forms, Views, and Charts are Customization
○ Extending - ANYTHING that cannot be done in the user interface
○ Business rules are for 1 entity only, cannot look across entities
○ Config and customization are used interchangeably by MS
What are the benefits of solutions?
○ Ability to back up, export, import, distribute customizations
What are differences between managed and unmanaged solutions?
○ Export a solution as a managed solution only when it's complete and you're ready to distribute it. After exporting a managed solution, you can't import it back into the organization it was exported from; you can only import it into a different organization.
What is the default solution?
○ The Default Solution contains all the components in your system.
What objects are not part of a solution?
○Business units and teams
What could prevent a customization from being included in a solution export?
○Only published customizations are included for export
What are component dependencies?
○They make sure you can't delete customizations that something else depends on.
Example: You cannot remove a field that is on a form or part of a listview
What changes are published immediately?
○What a new item is created, or something is deleted it is published immediately.
○If you make changes to something existing you must publish before the customization will be included in a solution export
