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Training Course Outline

IT Vendor Courses Microsoft.NET Enterprise Servers Training

M8525: Microsoft CRM 3.0 Customization

This course includes classroom labs for live hands-on training

This course follows an offical curriculum for certification

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Course Duration: 3 days

Course Code: M8525

Course Description:

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.

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.

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

Additional Reading

To help you prepare for this class, review the following technologies:

- HTML
- XML
- JScript
- DHTML
- Transact SQL

This course includes the following modules:

Microsoft CRM Customization

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

Basic Customizations

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

Custom Entities

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

WorkFlow

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

Application Event Programming

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

Application Integration

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

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

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