Microsoft CRM 3.0 Customization (MB8525)

Voraussetzung:
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

Themen:
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 Workflo- Rules and Sales Processes
Understand ho- 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
Inhalt:
Microsoft CRM Customization

• Microsoft CRM Design Focus, Levels of Customization oMicrosoft 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, Vie- 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 Workflo- Rule, Defining Workflo- Rules, WorkFlo- Limitations, Defining Workflo- Actions, Activity Creation Actions, Object Update Actions, Flo- Control Actions, Using DynamicText in Workflow, Using Dynamic Values in Workflow, Defining Workflo- Conditions, Sales Processes, Organizing Workflow, Managing Workflow, Importing and Exporting Workflo- 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

Report Customization

• 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