M8525: Microsoft CRM 3.0 Customization

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

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.

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