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Microsoft Business Solutions CRM 1.2 Customization  

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Netcom Learning   

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The Microsoft CRM Customization course is designed for partners and customers who will be customizing the application. This typically includes implementers, consultants, developers, systems administrators, project leaders, etc.

Cost:   

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Seminar Summary:

The two-day Microsoft CRM Customization course examines the various ways in which you can customize the application to meet your business requirements. (see full course description)

 

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Training Course Syllabus:


Description

The two-day Microsoft CRM Customization course examines the various ways in which you can customize the application to meet your business requirements. Customization can take on many forms - from workflow, to customizing the application and database schema, to report customization, to extended customization via the Software Development Kit (SDK). Workflow Manager allows you to automate your company's business policies by creating workflow rules that can be automatically and/or manually applied to selected objects. Workflow Manager also includes the ability to create Sales Processes, which automate the activities associated with prospecting, qualifying, and closing sales opportunities.

The Microsoft CRM Customization tool allows you to customize the form, views, and preview panes associated with each object. Used in conjunction with the Schema Manager utility, you will learn how to modify the database schema, and then apply those customizations to the application.


 
Intended Audience

The Microsoft CRM Customization course is designed for partners and customers who will be customizing the application. This typically includes implementers, consultants, developers, systems administrators, project leaders, etc.

Before attending this course, students must have an understanding of the Microsoft CRM application.


 
Course Objectives
  • Microsoft CRM's architecture and how it facilitates customization via the SDK
  • Workflow rules that can automate your company's business policies
  • Sales processes that can automate the activities required to prospect, qualify, and close sales opportunities
  • Microsoft CRM's Customization Tool that allows you to modify forms, views, and preview panes
  • Microsoft CRM's Schema Manager tool that allows you to customize the database schema by adding custom fields to each object as well as creating custom database mappings
  • Publishing your customizations to your production environment
  • Microsoft CRM's Software Development Kit (SDK) that allows you to create external customizations that leverage the platform layer's class libraries
  • Crystal Designer reporting tool that allows you to create new reports and modify existing reports.
 
Course Outline
  1. Architecture
    1. Presentation layer (web client and Sales for Outlook client)
    2. Application layer
    3. Platform layer (primary focus, specifically touching on the 800+ class libraries used to extend the application via web services)
    4. Database layer
  2. Workflow
    1. Workflow Manager
    2. Workflow Rules
    3. Workflow Templates
    4. Events
    5. Conditions
    6. Actions
    7. Sales Processes
    8. Workflow Monitor
    9. Workflow Best Practices
  3. Customization
    1. System Customization tool
    2. Modifying forms
    3. Modifying views, advanced find views, and associated views
    4. Modifying preview panes
    5. Schema Manager
    6. Adding custom fields to the database
    7. Mapper tool
    8. Adding custom field mappings
    9. Publishing customization changes
    10. Customization Best Practices
  4. Introduction to the Microsoft CRM SDK
    1. Understand the capabilities for customization with the SDK
    2. Understand the benefits of the SDK
    3. Understand the intended audience of the SDK
    4. Understand the contents of the SDK
  5. Understand the contents of the SDK
    1. Planning Considerations (including the importance of planning, planning resources, and challenges and approaches)
    2. Crystal Enterprise for Microsoft CRM (including report presentation, licensing, and security)
    3. Custom reports (including customization requirements, creating custom reports, modifying existing reports, and publishing report customizations)
    4. Reporting Best Practices

Seminar Summary:

The two-day Microsoft CRM Customization course examines the various ways in which you can customize the application to meet your business requirements. (see full course description)

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