Module 1: Microsoft CRM Customization

This chapter explains concepts related to customizing Microsoft CRM and planning customizations for a CRM Implementation.

Lessons

• Microsoft CRM Design Focus
• Levels of Customization
• Microsoft CRM Customization Architecture
• Use of Supported Methods
• Available Customizations
• Customization Tactics
• Customization Method

Module 2: Basic Customizations

This chapter explains how to use the Microsoft CRM Customization tools to perform basic customization tasks with Microsoft CRM.

Lessons

• 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

Lab : Form Customization

• Modify Tabs
• Modify Sections
• Modify Fields

Lab : Form Customization

• Case Form Customization

Lab : Create a Custom Attribute

• Adding Attributes
• Modifying Attributes
• Deleting Attributes

Lab : Create and Modify Views

• Create a View
• Configure a View
• Share A View

Lab : Changing the Name of an entity

• Change the entity Name
• Modify entity forms and Views
• Change Attribute Display names
• Customize messages
• Modify affected reports
• Modify on-line help content

Module 3: Custom Entities

This chapter explains how to plan and implement custom entities

Lessons

• 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

Lab : Create a Custom Entity

• Create an Entity
• Set Entity attributes
• Apply Form and View Customizations

Lab : Creating Relationships

• Create a Relationship
• Configure a Relationship

Lab : Add Mapping

• Add mapping

Lab : Planning, Creating and Configuring a Custom Entity

• Planning
• Create Entity
• Create Relationships
• Secure the entity
• Modify the entity
• Create Mappings

Module 4: WorkFlow

This chapter explains how to create and define Microsoft CRM Workflow and Sales Processes.

Lessons

• 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

Lab : Activity Creation Actions

• Create Activity
• Create Note
• Create E-Mail

Lab : Object Update Actions

• Update Object
• Assign Object
• Change Status

Lab : Flow Control Actions

• Call Assembly
• Run Sub Process
• Stop

Lab : Check Conditions

• Check Objects
• Check Date
• Check Activities
• Else If

Lab : Wait for Conditions

• Wait Object
• Wait Activity

Lab : Wait for Timer Conditions

• From now on
• After
• Before

Lab : Basic Sales Processes

• Define Stages
• Create Activities

Module 5: Application Event Programming

This chapter explains how to perform client-side actions on Microsoft CRM form events.

Lessons

• 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

Lab : Creating Simple Event Scripts

• Form events
• Field events

Lab : Referencing Microsoft CRM Values

• General Field Values
• Picklist Field Values
• Lookup Field Values

Module 6: Application Integration

This chapter explains how to integrate other applications into Microsoft CRM.

Lessons

• 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

Lab : Add an IFrame

• Add an IFrame
• Passing Parameters

Lab : Creating Custom Buttons, Navigation Items and Menus

• Enabling Customizations
• Configuring Controls

Lab : Implement the Clone Contact Feature

• Add Solution files as Virtual Directory to Microsoft CRM Web Site
• Modify isv.config.xml

Lab : Apply Site Map Customizations

• Configure Areas
• Configure Groups
• Configure Sub Areas
• Configure Permissions

Module 7: Report Customization

This chapter explains how to create and customize Microsoft CRM Reports using SQL Server 2000 Reporting Services and Microsoft Office 2003 applications.

Lessons

• 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

Lab : Create Excel Reports

• Export records to Excel
• Upload the Report to Microsoft CRM

Lab : Create a Simple Reporting Services Report

• Use the Report Wizard