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Customizations Quickly configure your Microsoft Dynamics CRM system and keep it running smoothly. Get detailed technical information, troubleshoot issues, and learn about common configuration scenarios.		Configurations Learn how to tailor Microsoft Dynamics CRM to your organization’s needs. Use workflow to automate business processes to maximize organizational efficiency.		Related Information Sales Marketing Service Articles Home

Getting Started

11 things to know about customization

State your terms: Use your organization's nomenclature

Edit your Site Map

Data migration overview

Default values of Status and Status Reason attributes

Maximize Your Productivity

Client extension features

Form scripting customizations

Supported customizations

Speed up data synchronization

Display a SharePoint document library in a Microsoft Dynamics CRM form

Add a lookup field to connect two types of records

Speed data entry by setting default values

Tailor activities to match your employees' tasks

Configurations

Workflow

Close multiple activities with a workflow

Security Settings

Design considerations for business units

Why can't I access some features or areas?

Service Settings

Track returned products

Organize your data with subject trees

Marketing Settings

Save time with a library of campaign templates

4 ways to put campaign responses to work for you

Product Pricing

Put strategy behind product pricing

Create a price list to use for a sales promotion

Set up simple pricing

Build price lists for multiple customer segments