Typical MS CRM customization

Before I start implementing and customizing MS CRM system, I need to assess the requirements whether need just tweaking MS CRM standard functions or need additional custom functions which require C# with Visual Studio 2003 for CallOut and Workflow assembly or Visual Studio 2005 for creating new add-on application.


When talk about MS CRM customization, I have 2 perspective methods:-

1. Tweak: For example, if you want to hide tab, column which is not necessary in contact, lead, if you want to change label of each text box, if you want to change menu etc. Basically, this type of customization you can use what MS CRM standard provides and modify it.

2. Add new functions: For example if you want to convert from email to quotation / incident / opportunity. This kind of functions doesn't come with standard in Version 3.0 so you need to add and plug it into MS CRM for serve your needs.

Hope this can give you some basic ideas of how to customize MS CRM system.