Microsoft CRM 3.0 Customization
Course 8525: Three days;
Instructor-Led
Course Fee:
$1497.00
Course Time: 3 days, 9:00 am - 4:00 pm, or 6 evenings, 6pm - 9pm
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.
At Course Completion
After 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
|
Prerequisites
Before 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
|
Course Materials
The 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 Outline
Chapter 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
| • |
Case 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
|
After completing this chapter, students will be able
to:
| • |
Recognize capability for client-side script
to provide solutions
|
| • |
Create simple scripts
|
| • |
Apply previously developed client-side
scripts
|
| • |
Modify previously developed client-side
script
|
| • |
Test client-side scripts
|
| • |
Troubleshoot client-side scripts
|
| • |
Participate in informed discussion related to
client-side scripts in Microsoft( CRM 3.0.
|
Chapter 6: Application Integration
This chapter explains how to integrate other
applications into Microsoft CRM.
Lessons
| • |
Application Integration Features and
Resources
|
| • |
IFrame
|
| • |
Dynamic IFrame
|
| • |
URL Addressable Forms
|
| • |
Creating Custom Menus, Navigation items and
Buttons
|
| • |
ISV. Config Integration Points
|
| • |
Configuring Controls
|
| • |
Control Types
|
| • |
ISV.config structure
|
| • |
SiteMap
|
| • |
SiteMap Structure
|
| • |
SDK Capabilities
|
| • |
ISV Solutions
|
Lab 6.1 - Add an IFrame
| • |
Add an IFrame
|
| • |
Passing Parameters
|
Lab 6.2 - Creating Custom Buttons, Navigation
Items and Menus
| • |
Enabling Customizations
|
| • |
Configuring Controls
|
Lab 6.3 - Implement the Clone Contact Feature
| • |
Add Solution files as Virtual Directory to
Microsoft CRM Web Site
|
| • |
Modify isv.config.xml
|
Lab 6.4 - Apply Site Map Customizations
| • |
Configure Areas
|
| • |
Configure Groups
|
| • |
Configure Sub Areas
|
| • |
Configure Permissions
|
After completing this chapter, students will be able
to:
| • |
Use IFrame to integrate other applications
|
| • |
Add custom menus, side tabs and buttons to
the Microsoft CRM application
|
| • |
Reference Microsoft CRM Forms from other
applications
|
| • |
Customize the Navigation Pane
|
| • |
Recognize opportunities to extend Microsoft
CRM
|
| • |
Locate ISV solutions
|
Chapter 7: Report Customization
This chapter explains how to create and customize
Microsoft CRM Reports using SQL Server 2000 Reporting
Services and Microsoft Office 2003 applications.
Lessons
| • |
Reporting and CRM
|
| • |
Core Concepts
|
| • |
Transition to SQL Server 2000 Reporting
Services
|
| • |
Reporting Services Overview
|
| • |
Microsoft CRM Reporting Features
|
| • |
Creating Excel Reports
|
| • |
Edit and Organize Reports
|
| • |
Deploying and Removing Reporting Services
Reports
|
| • |
Control Access to Reports
|
| • |
Reporting Services Report Designer
|
| • |
Modify Existing Reporting Services Reports
|
| • |
Microsoft CRM Pre-Filtering
|
| • |
Scheduled Reports
|
Lab 7.1 - Create Excel Reports
| • |
Export records to Excel
|
| • |
Upload the Report to Microsoft CRM
|
Lab 7.2 - Create a Simple Reporting Services
Report
After completing this chapter, students will be able
to:
| • |
Basic understanding of SQL Reporting Services
|
| • |
Create a new Report
|
| • |
Modify Existing Reports
|
| • |
Organize Reports
|
| • |
Deploy Reports
|
| • |
Remove Reports
|
| • |
Schedule Reports
|
| • |
Control who can view reports
|
|
