Microsoft CRM 3.0 Customization Training Class

Microsoft CRM 3.0 Customization Training Seminar

Lessons

• Microsoft CRM Design Focus
• Levels of Customization
• Microsoft CRM Customization Architecture
• Use of Supported Methods
• Available Customizations
• Customization Tactics
• Customization Method

• 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.

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

Lab 2.2 - Form Customization

Lab 2.3 - Create a Custom Attribute

Lab 2.4 - Create and Modify Views

Lab 2.5 - Changing the Name of an entity

• 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.

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

Lab 3.2 - Creating Relationships

Lab 3.3 - Add Mapping

Lab 3.4 - Planning, Creating and Configuring a Custom Entity

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

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 DesignerModify
•  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

Use the Report Wizard
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 report