Re: Customizing Microsoft CRM

[bluedollar]

I have installed Microsoft CRM. Microsoft recommends using:

Form Editor
View Editor
Preview Editor

To customize CRM, however I can not find these application.

My questions are:

1) What is the easiest/best way to customize Microsoft CRM?
2) Where do I find the software to achieve this?

Any help would be greatly appreciated.

Thanks

Dan

 

[forumgeek]

You have to have the privleges to do so. System Customizations can be done using Home, Settings, Customization. The fields are added using deployment manager.