CRM users can create custom entities, additional system entity attributes and to make upgrades and enable transportation of solution easier with the help of metadata driven architecture of CRM.

The xRM platform in CRM contains the building blocks for an application and executes only generic constraints such as security. Accessing the data from database with security can be controlled by xRM platform. The xRM platform also raises events for custom business logic implementations (plug-ins) and workflow processes. Platform layer provides for both incoming and outgoing e-mail processing through Microsoft Exchange Server.

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