MOC 8032 Customer Relationship Management - Customisation

amk-group
Inhouse

2.200 
zzgl. MwSt.
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Wichtige informationen

  • Seminar
  • Mittelstufe
  • Inhouse
  • Dauer:
    2 Tage
Beschreibung

The two-day Microsoft CRM Customisation course examines the various ways in which you can customise the application to meet your business requirements. Customisation can take on many forms – from workflow, to customising the application and database schema, to report customisation, to extended customisation via the Software Development Kit (SDK). Workflow Manager allows you to automate your co..
Gerichtet an: The Microsoft CRM Customisation course is designed for partners and customers who will be customising the application. This typically includes implementers, consultants, developers, systems administrators, project leaders, etc..

Wichtige informationen

Häufig gestellte Fragen

· Voraussetzungen

Understanding of the Microsoft CRM application

Themenkreis

Seminarziel:

The two-day Microsoft CRM Customisation course examines the various ways in which you can customise the application to meet your business requirements. Customisation can take on many forms – from workflow, to customising the application and database schema, to report customisation, to extended customisation via the Software Development Kit (SDK). Workflow Manager allows you to automate your company''s business policies by creating workflow rules that can be automatically and/or manually applied to selected objects. Workflow Manager also includes the ability to create Sales Processes which automate the activities associated with prospecting, qualifying and closing sales opportunities.

The Microsoft CRM Customisation tool allows you to customise the form, views and preview panes associated with each object. Used in conjunction with the Schema Manager utility, you will learn how to modify the database schema, and then apply those customisations to the application. This course will also introduce you to the Software Development Kit, or SDK, which is a tool used by developers for creating vertical solutions that can interface with the CRM application. And finally, from a reporting standpoint, you will be introduced to the Crystal Report Designer tool, which allows you to create new reports and modify any of the existing reports that were shipped with the application.

Zielgruppe:

The Microsoft CRM Customisation course is designed for partners and customers who will be customising the application. This typically includes implementers, consultants, developers, systems administrators, project leaders, etc.

Inhalt:

  • Microsoft CRM''s architecture and how it facilitates customisation via the SDK


  • Workflow rules that can automate your company''s business policies


  • Sales processes that can automate the activities required to prospect, qualify and close sales opportunities


  • Microsoft CRM''s Customisation Tool that allows you to modify forms, views and preview panes


  • Microsoft CRM''s Schema Manager tool that allows you to customise the database schema by adding custom fields to each object and create custom database mappings


  • How to publish customisations to the production environment


  • Microsoft CRM''s Software Development Kit (SDK) that allows you to create external customisations that leverage the platform layer''s class libraries


  • The Crystal Designer reporting tool that allows you to create new reports and modify existing reports.


Voraussetzung:

Understanding of the Microsoft CRM application