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This chapter is from the book

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

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