Microsoft CRM 3.0 CustomizationCourse 8525: Three days; Instructor-LedIntroductionThis three-day instructor-led course provides students with the knowledge and skills to plan, develop, and apply Microsoft CRM 3.0 Customizations. The course focuses on using Microsoft CRM 3.0 Customization tools and the Microsoft CRM 3.0 Client Programming Guide.
AudienceThis course is intended for Microsoft CRM Implementation Consultants and System Administrators who understand how to use Microsoft CRM. Participants will be working with customizations developed in JScript and XML, but are not expected to be experienced programmers.
At Course CompletionAfter completing this course, students will be able to: | • | Plan Customizations for a Microsoft CRM Implementation | | • | Apply Form Customizations using the Microsoft CRM Customization Tools | | • | Plan, create, and configure Custom Entities in Microsoft CRM | | • | Plan, create, configure, and maintain Workflow Rules and Sales Processes | | • | Understand how client-side scripts are used on Form and Field events in Microsoft CRM | | • | Use IFrame to integrate other applications | | • | Add custom menus, navigation items and buttons to Microsoft CRM | | • | Customize the Microsoft CRM Navigation Pane | | • | Recognize opportunities to extend Microsoft CRM | | • | Locate ISV solutions | | • | Create and Customize Microsoft CRM Reports using SQL Server 2000 Reporting Services |
PrerequisitesBefore attending this course, students must have working Knowledge of how to use Microsoft CRM 3.0. It is recommended, but not required, that students have completed Microsoft CRM applications training. In addition, it is recommended, but not required, that students have experience working with: | • | Relational Databases | | • | Web development, JavaScript (JScript), DHTML | | • | XML |
Microsoft Certified Professional ExamsNo Microsoft Certified Professional exams are associated with this course currently.
Course MaterialsThe student kit includes a comprehensive workbook and other necessary materials for this class. A CD with sample code used in the course is also provided in the student kit.
Additional Reading To help you prepare for this class, review the following technologies: | • | HTML | | • | XML | | • | JScript | | • | DHTML | | • | Transact SQL |
Course OutlineChapter 1: Microsoft CRM Customization This chapter explains concepts related to customizing Microsoft CRM and planning customizations for a CRM Implementation. Lessons | • | Microsoft CRM Design Focus | | • | Levels of Customization | | • | Microsoft CRM Customization Architecture | | • | Use of Supported Methods | | • | Available Customizations | | • | Customization Tactics | | • | Customization Method |
After completing this chapter, students will be able to: | • | Make appropriate choices about customization strategies. | | • | Recognize which levels customizations can be made and by whom. | | • | Understand how the Microsoft Architecture influences how and where you customize Microsoft CRM. | | • | Recognize the importance of using supported methods of customization. | | • | Recognize some of the ways that Microsoft CRM can be customized. | | • | Recognize different ways that you can apply customizations. | | • | Recognize some basic elements in an effective customization methodology. |
Chapter 2: Basic Customizations This chapter explains how to use the Microsoft CRM Customization tools to perform basic customization tasks with Microsoft CRM. Lessons | • | Customization Concepts | | • | Basic Customization Capabilities | | • | Permissions Needed | | • | Customization Process | | • | Reusing Customizations | | • | Form Customization | | • | Customizing Attributes | | • | Previews | | • | View Customization | | • | Rename a Customizable Entity | | • | Changing System Messages | | • | Modify the on-line help |
Lab 2.1 - Form Customization | • | Modify Tabs | | • | Modify Sections | | • | Modify Fields |
Lab 2.2 - Form Customization Lab 2.3 - Create a Custom Attribute | • | Adding Attributes | | • | Modifying Attributes | | • | Deleting Attributes |
Lab 2.4 - Create and Modify Views | • | Create a View | | • | Configure a View | | • | Share A View |
Lab 2.5 - Changing the Name of an entity | • | Change the entity Name | | • | Modify entity forms and Views | | • | Change Attribute Display names | | • | Customize messages | | • | Modify affected reports | | • | Modify on-line help content |
After completing this chapter, students will be able to: | • | Describe basic Microsoft CRM Customizations. | | • | Understand the basic capabilities of the Microsoft CRM Customization tools. | | • | Understand the security privileges necessary to perform customizations. | | • | Apply customizations. | | • | Re-use customizations. | | • | Customize forms. | | • | Create custom entity attributes. | | • | Modify Previews. | | • | Customize Views. | | • | Re-name an existing entity. | | • | Modify the on-line help. |
Chapter 3: Custom Entities This chapter explains how to plan and implement custom entities Lessons | • | Value of Custom Entities | | • | Custom entities and System Entities | | • | Planning a Custom Entity | | • | Ownership Type | | • | Entity Relationships | | • | Relationship Behavior | | • | Supported Relationships | | • | Entity Security and Customizations | | • | Working With Custom Entities | | • | Configuring a Custom Entity | | • | Default Entity Attributes and Features | | • | Entity Icons | | • | Deleting a Custom Entity | | • | Defining Relationships | | • | Entity Mapping | | • | Add a Mapping |
Lab 3.1 - Create a Custom Entity | • | Create an Entity | | • | Set Entity attributes | | • | Apply Form and View Customizations |
Lab 3.2 - Creating Relationships | • | Create a Relationship | | • | Configure a Relationship |
Lab 3.3 - Add Mapping Lab 3.4 - Planning, Creating and Configuring a Custom Entity | • | Planning | | • | Create Entity | | • | Create Relationships | | • | Secure the entity | | • | Modify the entity | | • | Create Mappings |
After completing this chapter, students will be able to: | • | Plan for custom entities | | • | Create custom entities | | • | Define entity relationships | | • | Define entity mapping | | • | Delete a custom entity |
Chapter 4: WorkFlow This chapter explains how to create and define Microsoft CRM Workflow and Sales Processes. Lessons | • | Core Concepts | | • | Creating a Workflow Rule | | • | Defining Workflow Rules | | • | WorkFlow Limitations | | • | Defining Workflow Actions | | • | Activity Creation Actions | | • | Object Update Actions | | • | Flow Control Actions | | • | Using Dynamic Text in Workflow | | • | Using Dynamic Values in Workflow | | • | Defining Workflow Conditions | | • | Sales Processes | | • | Organizing Workflow | | • | Managing Workflow | | • | Importing and Exporting Workflow Rules | | • | Troubleshooting Workflow |
Lab 4.1 - Activity Creation Actions | • | Create Activity | | • | Create Note | | • | Create E-Mail |
Lab 4.2 - Object Update Actions | • | Update Object | | • | Assign Object | | • | Change Status |
Lab 4.3 - Flow Control Actions | • | Call Assembly | | • | Run Sub Process | | • | Stop |
Lab 4.4 - Check Conditions | • | Check Objects | | • | Check Date | | • | Check Activities | | • | Else If |
Lab 4.5 - Wait for Conditions | • | Wait Object | | • | Wait Activity |
Lab 4.6 - Wait for Timer Conditions | • | From now on | | • | After | | • | Before |
Lab 4.7 - Basic Sales Processes | • | Define Stages | | • | Create Activities |
After completing this chapter, students will be able to: | • | Create Workflows | | • | Define Workflows | | • | Define Workflow Conditions | | • | Define Workflow Actions | | • | Configure Sales Processes | | • | Manage and Monitor Workflows | | • | Import and export Workflows | | • | Troubleshoot Workflow problems |
Chapter 5: Application Event Programming This chapter explains how to perform client-side actions on Microsoft CRM form events. Lessons | • | Core Concepts | | • | Common uses for Client-side Code | | • | Using Form Events | | • | Using Field Events | | • | Configuring Event Detail Properties | | • | Referencing and Manipulating Form Values | | • | DHTML DOM | | • | Essential JScript | | • | Microsoft CRM Document Object Model | | • | crmForm | | • | crmForm Fields | | • | General Field Properties and Methods | | • | Picklist field Properties and Methods | | • | Lookup Field Properties | | • | Troubleshooting | | • | Tips and Tricks | | • | DHTML use within Microsoft CRM |
Lab 5.1 - Creating Simple Event Scripts | • | Form events | | • | Field events |
Lab 5.2 - Referencing Microsoft CRM Values | • | General Field Values | | • | Picklist Field Values | | • | Lookup Field Values |
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Dynamics / Business Solutions