Back to Search Results

Training Course Summary:

The two-day Microsoft CRM Customization course examines the various ways in which you can customize the application to meet your business requirements. Customization can take on many forms – from workflow, to customizing the application and database schema, to report customization, to extended customization 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 Customization tool allows you to customize 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 customizations 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.

Pre-Requisites:

An understanding of the Microsoft CRM application

Who Should Attend:

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

Training Course Overview/Content:

After completing this course, students will understand:

• Microsoft CRM’s architecture and how it facilitates customization 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 Customization Tool that allows you to modify forms, views, and preview panes

• Microsoft CRM’s Schema Manager tool that allows you to customize the database schema by adding custom fields to each object as well as creating custom database mappings

• Publishing your customizations to your production environment

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

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

Qualifications:

No Microsoft Certified Professional exams are associated with this course currently.