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Module 1: Microsoft CRM Architecture and Customization
- Microsoft CRM Architecture
- Microsoft CRM Security model
- Microsoft CRM Customization Tools
- Post-URL Actions in Workflow
- OnChange event
- Application Integration
- Calling Microsoft CRM using Web Services
- Integrating Web Services and Microsoft CRM
- Microsoft CRM SDK
- Practice: Working with the Post-URL Action
- Lab: OnChange Event
Skills
- Understand the Microsoft CRM Architecture.
- Understand the Microsoft CRM Security model.
- Use the Microsoft CRM Workflow Post-URL action.
- Use the Microsoft CRM OnChange event.
- Understand how Web Services can be created to interact with Microsoft CRM.
- Understand the purpose of the Microsoft CRM SDK.
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Module 2: Microsoft CRM Object Model
- Documentation on the CRM Object Model
- Core System Management
- Customer Management
- Sales Force Automation and Marketing
- Customer Service Management
Skills
- Understand the structure of the Microsoft CRM Object Model.
- Understand the relationships and dependencies between objects.
- Understand how objects are documented.
- Understand selected methods and capabilities of the different objects.
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Module 3: Introduction to the Microsoft CRM Class Library
- Microsoft CRM Class Library Structure
- Steps to invoke methods
- Common methods
- Using Enumerations & Types
- Security
- Best Practices
- Using a configuration class
- Using an Abstract class
- Creating a Wrapper class
- Handling Exceptions from Microsoft CRM
- Practice: Calling a Microsoft CRM Platform Method
- Lab: Change the Accounts class and create a CRMException class
- Lab: Create a configuration and a wrapper class
- Lab: Create a CRMIdentity class in the Accounts Application
- Lab: Upload an Accounts XML file and export it into Microsoft CRM
Skills
- Understand the Microsoft CRM Class library structure.
- Invoke Microsoft CRM class library methods.
- Retrieve a users security credentials.
- Understand the common methods found in the Microsoft CRM Class library.
- Understand the Microsoft CRM class library enumerations and types.
- Understand how to check a user’s security privileges and access rights.
- Use a Configuration class.
- Use an Abstract class.
- Use a Wrapper class.
- Handle exceptions thrown by the Microsoft CRM Platform.
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Module 4: Microsoft CRM Class Library
- Creation and Retrieval Methods
- Modification and Deletion Methods
- Sharing and Assigning Methods
- Custom Queries
- Lab: Display the leads you own
- Lab: Add a new Lead
- Lab: Update Leads
- Lab: Delete a Lead
- Lab: Retrieve Hot Leads
- Lab: Complete the Send Me More Info application
Skills
- Use the common methods exposed for each class by the Microsoft CRM class library.
- Check users’ permissions to determine whether they can perform specific actions.
- Use the CRMQuery class to create, store, manage and execute queries in Microsoft CRM.
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Module 5: Linking to External Data
- Integrating External Data with Microsoft CRM
- Using Post-URL actions
- Creating a Web Service to Process Post URL
- Using Post-Callout Methods
- What is Component Services?
- Steps to use a Serviced Component
- Understanding the Post-Callout Architecture
- The ICRMCallout Interface
- Registering Callouts with Microsoft CRM
- Best Practices with Post-Callouts
- Using Messaging
- Using BizTalk Server
- Lab: Lead Survey Application (using Post URL)
- Lab: Using Post-Callout
- Lab: Use Post-Callout and MSMQ
Skills
- Understand how external data can be linked with Microsoft CRM.
- Use the Post-URL action in Workflow to post data to an external web application.
- Use Post-Callouts to implement a notification mechanism for data integration.
- Use Microsoft Message Queue Server to process changes to Microsoft CRM data asynchronously.
- Understand how BizTalk Server may be used to involve multiple applications in the messaging process or to execute long running business processes.
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Module 6: User Interface Alternatives
- Using CSS with Custom Applications
- Using Microsoft CRM CSS Styles
- Using Microsoft CRM with Word to create a Mail merge document
- Using ASP.NET for In-Place Editing
- Using Office 2003 with Microsoft CRM
- Visual Studio Tools for Office 2003
- Excel 2003 Programmability
- Using InfoPath 2003
- Integrating InfoPath with Microsoft CRM
- Lab: Applying CSS Styles
- Demo: Create a Mail Merge Document
- Demo: A Grid to Maintain Leads
- Demo: Visual Studio Tools for Office and Excel
- Demo: Using InfoPath 2003
Skills
- Use the Microsoft CRM cascading style sheet (template.css) to make a custom application have the Microsoft CRM look and feel.
- Use the Word object model with Internet Explorer and VBScript to create a web-based mail merge.
- Use an ASP.NET DataGrid to provide in-place editing of Microsoft CRM data in a custom application.
- Use Microsoft Visual Studio Tools for Office to allow managed code to run in an Office document.
- Use InfoPath 2003 as a front end for Microsoft CRM data using custom web services.
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Exams:
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There are no exams directly associated with this course
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Price Options ex VAT:
Classroom Training
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Distance Learning
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eLearning Options
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Book Learning
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£
1050
(€1491)
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£
674.00
(€957)
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No Books Supported for Course at present
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Call Free on 0800 169 1890
Print 2 Page Flyer
Last Modified 01 May 2008
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