8525: Microsoft CRM 3.0 Customization

Microsoft Dynamics CRM Training Course for Sheffield, Leeds, Manchester and Yorkshire

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• Effective and relevant training at a realistic price!
  - Peter Loerns, IT Manager, Derby

Course Information

Introduction

This 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.

Audience

This 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.

Completion

After completing this course, students should 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

Prerequisites

Before attending this course, students must have a working knowledge of Microsoft (Windows Server 2000, 2003, or Windows XP, and Microsoft SQL Server 2000 or 2005. Students should also be proficient in installing, configuring, and customizing 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

Examinations

• TBC

Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

• Chapter 1: Extensibility Overview
• Chapter 1: Microsoft CRM Customization
• Chapter 2: Basic Customizations
• Chapter 3: Custom Entities
• Chapter 4: WorkFlow
• Chapter 5: Application Event Programming
• Chapter 6: Application Integration
• Chapter 7: Report Customization

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