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Microsoft CRM 3.0 Customisation
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this course |
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.
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Prerequisites
Before attending this course, students must have:
A 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
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Skills After completing this course students should understand:
- 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
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