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Module 1: Architecture

  • Presentation layer (Web client and Sales for Outlook client)
  • Application layer
  • Platform layer (primary focus, specifically touching on the 800+ class libraries used to extend the application via Web services)
  • Database layer
Skills
  • Identify the similarities and differences between the two methods of accessing Microsoft CRM (via Web client and the Sales for Outlook client).
  • Understand how the platform layer of the product architecture plays a key role in all product functionality, including extension of product functionality by ISV's through the use Web services that access class libraries at the product layer.
  • Identify the four databases created with each Microsoft CRM installation and understand the purpose of each.
  • Understand why the application was designed to prohibit direct access of application logic and databases by developers.
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Module 2: Workflow

  • Workflow Manager
  • Workflow Rules
  • Workflow Templates
  • Events
  • Conditions
  • Actions
  • Sales Processes
  • Workflow Monitor
  • Workflow Best Practices
  • Lab: Creating Workflow Rules
  • Lab: Creating Sales Processes
Skills
  • Understand how business processes can be automated in Microsoft CRM.
  • Understand the core concepts and terminology associated with Microsoft CRM's Workflow Manager – including: Rules, Events, Conditions, Actions, Rule Templates, Sales Processes and Workflow Monitor.
  • Use the Workflow Manager to create, modify, and activate Rules and Sales Processes.
  • Administer Rules and Sales Processes with the Workflow Monitor.
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Module 3: Customization

  • System Customization tool
  • Modifying forms
  • Modifying views, advanced find views, and associated views
  • Modifying preview panes
  • Schema Manager
  • Adding custom fields to the database
  • Mapper tool
  • Adding custom field mappings
  • Publishing customization changes
  • Customization Best Practices
  • Lab: Customizing Views
  • Lab: Adding Customized fields to the database schema
  • Lab: Record Type Customization
Skills
  • Identify which Microsoft CRM components are customizable using the Microsoft CRM System Customization Tool.
  • Extend the database schema by adding new fields and exposing them in the application.
  • Use the System Customization Tool to customize views, forms, preview panes and all other customizable areas of the application.
  • Modify the properties of existing forms, views, Advanced Find views, Associated Views, and Preview Panes – as well as all other customizable areas of the application.
  • Publish customizations into Microsoft CRM using the Deployment Manager Tool.
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Module 4: Introduction to the Microsoft CRM SDK

  • Understand the capabilities for customization with the SDK
  • Understand the benefits of the SDK
  • Understand the intended audience of the SDK
  • Understand the contents of the SDK
Skills
  • Understand the capabilities for customization with the SDK. The chapter will provide a simple scenario to illustrate how the SDK can be used by developers to create a solution to solve a business problem.
  • Recognize the benefits the SDK provides to the solution developer and how it helps extend and preserve some of the key benefits of Microsoft CRM.
  • Recognize the intended audience of the SDK and understand which skills developers will need in order to take advantage of the benefits the SDK offers.
  • Successfully navigate the SDK contents. The chapter will provide a brief tour of the contents and explain how developers can use the SDK to learn more about techniques they will use to create solutions.
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Module 5: Customizing Crystal Enterprise Reports

  • Planning Considerations (including the importance of planning, planning resources, and challenges and approaches)
  • Crystal Enterprise for Microsoft CRM (including report presentation, licensing, and security)
  • Custom reports (including customization requirements, creating custom reports, modifying existing reports, and publishing report customizations)
  • Reporting Best Practices
  • Lab: Modifying an Existing Report
Skills
  • Recognize the importance of reporting to your Microsoft CRM implementation.
  • Use the Microsoft CRM Implementation Tool Kit planning resources in order to plan your Microsoft CRM reporting solution.
  • Recognize and overcome reporting solution challenges.
  • Identify licensing considerations in regards to Microsoft CRM reports.
  • Understand how security is implemented in regards to Microsoft CRM reports.
  • Understand how reports are presented.
  • Identify the requirements needed in order to create or modify Microsoft CRM reports.
  • Create, modify and publish Microsoft CRM reports.
  • Use existing reports as templates for new reports.
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Exams:

  • There are no exams directly associated with this course

Price Options ex VAT:

Classroom Training
?		 Distance Learning
?		 eLearning Options
?		 Book Learning
?
£ 700
(€1008) 		£ 449.00
(€647) 		- No Books Supported for Course at present

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Last Modified 25 September 2008