DURATION
3 Days
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
Microsoft Certification exams
No Microsoft Certification exams are associated with this course currently.
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
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
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
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 reports
This is a version-specific reference outline. Confirm the current syllabus and delivery arrangements with EIEIO.