Customisation of xRM/CRM for Microsoft Partners and Customers
(Microsoft Training Course: F1037) - 2 days - £1200 exc VAT

This course provides students with the knowledge and skills to configure and customise Microsoft Dynamics CRM/xRM. It is intended for CRM Sales Executives, Consultants and Customizers who will configure the application using its built-in tools.

1. Customising Microsoft Dynamics CRM/xRM Overview
2. Customising Forms and Views
3. Customising Entities and Attributes
4. Customising Relationships and Mapping
5. Renaming Entities and Translating Customisations
6. Maintaining Organisations Through Deployment Manager
7. Introduction to Advanced Customisations

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Supplementary Information For more information about using xRM/CRM as a business platform, go to F1's web page on xRM. Find out how Microsoft Dynamics CRM 2011 can revolutionize your business with a FREE TRIAL. Call Richard Pearson on 01225 336096.

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Module 1: Customising Microsoft Dynamics CRM/xRM Overview

• This module explains how Microsoft Dynamics CRM/xRM can be customised to adapt to business models.
• Customisation Methodology
• Microsoft Dynamics CRM/xRM Architecture
• Types of Customisations
• Upgrading Customisations
• Publishing Customisations
• Reusing Customisations
• Lab: Importing and Exporting Customisations

Skills

• Recognise the importance of defining and using an effective implementation methodology.
  
• Recognise the types of customisations that can be based on the default Microsoft Dynamics CRM/xRM security roles.
  
• Identify how the Microsoft Dynamics CRM/xRM architecture influences how and where you customise Microsoft Dynamics CRM/xRM.
  
• Recognise some of the ways that Microsoft Dynamics CRM/xRM can be customised.
  
• Identify how Microsoft Dynamics CRM/xRM’s architecture enables organisations to safely upgrade their customisations.
  
• Identify which customisations require publishing and the various ways to publish them.
  
• Discover how you can re-use customisations by exporting customisations made in one deployment and importing them into another.
  

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Module 2: Customising Forms and Views

• This module examines how to customise the Microsoft Dynamics CRM/xRM user interface using the application’s customisation tools.
• Basic UI Customisation Capabilities
• Form Customisations
• Preview Form Customisation
• View Customisations
• Lab: Form Customisation
• Lab: View Customisation

Skills

• Identify the features of the form customisation tool.
  
• Examine how to organise data on a form by organising the data in tabs.
  
• Examine how to organise data within tabs by using sections.
  
• Identify how to add and maintain form fields.
  
• Examine how to test the appearance and behaviour of a customised form prior to saving the customisations.
  
• Examine how to customise an entity’s Preview form.
  
• Identify the types of views that can be customised.
  
• Identify the different ways in which a view can be customised.
  
• Examine what properties can be customised on a view.
  

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Module 3: Customising Entities and Attributes

• This module examines how Microsoft Dynamics CRM/xRM allows you to create new entities and attributes through the application’s built-in customisation tools.
• Customisation Concepts
• Customising Attributes
• Creating a Custom Entity
• Lab: Creating a Custom Attribute
• Lab: Creating a Custom Entity

Skills

• Review the types of entities and attributes available in a system.
  
• Create and edit attributes to meet the business needs of your organisation.
  
• Examine how to create, configure and delete custom entities.
  
• Configure security settings to control access to and maintenance of custom entities.
  

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Module 4: Customising Relationships and Mapping

• This module focuses on indentifying the different types of supported relationships in Microsoft Dynamics CRM/xRM.
• Supported Entity Relationships
• Unsupported Entity Relationships
• 1:N Relationship Behaviour
• Creating Entity Relationships
• Entity Mapping
• Lab: Create a Manual N:N Relationship
• Lab: Create a Native N:N Relationship
• Lab: Add a Mapping
• Lab: Case Study

Skills

• Identify the various types of supported relationships that can link system and custom settings.
  
• Identify the types of relationships that are not supported by the system.
  
• Understand how 1:N relationship rules control how certain actions taken on a record affect related records.
  
• Create entity relationships and configuring relationship behaviour.
  
• Discuss how attribute mapping facilitates data entry when creating new records that are related to a parent record.
  

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Module 5: Renaming Entities and Translating Customisations

• This module examines the final two elements related to customising entities - renaming a customisable entity and, in a multilingual deployment, translating customised labels into the required languages.
• Renaming a Customisable Entity
• Translate Customised Labels
• Lab: Renaming a Customisable Entity

Skills

• Examine the steps that need to be performed to rename a customisable entity.
  
• Understand how to translate customised labels in a multilingual deployment.
  

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Module 6: Maintaining Organisations Through Deployment Manager

• This module examines the tools that are available in Microsoft Dynamics CRM/xRM’s Deployment Manager utility.
• Creating Multiple Organisations
• Deployment Manager - Deployment Administrators
• Deployment Manager - Organisations
• Deployment Manager - Servers
• Deployment Manager - License
• Lab: Maintaining Multiple Organisations

Skills

• Identify how the multi-tenancy feature enables more than one organisation to be installed on a single Microsoft Dynamics CRM/xRM Server.
  
• Understand how the Deployment Manager’s Deployment Administrators tool is used.
  
• Examine how the Deployment Manager’s Organisations tool is used for maintaining connectivity.
  
• Identify how to use the Deployment Manager’s Server tool to take Microsoft CRM Servers offline and online.
  
• Use the Deployment Manager’s License tool to maintain licenses.
  

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Module 7: Introduction to Advanced Customisations

• This module introduces a variety of advanced customisation features that are available with Microsoft Dynamics CRM/xRM.
• Introduction to Workflow
• Introduction to Application Event Programming
• Common Uses for Event Programming
• Using Form Events
• Using Field Events
• Configuring Event Detail Properties
• Introduction to IFrames
• Introduction to URL Addressable Forms
• Introduction to Creating Custom Menus, Navigation Items and Buttons
• Introduction to ISV.Config Integration Points
• Introduction to SiteMap
• SiteMap Structure
• Introduction to SDK Capabilities
• ISV Solutions

Skills

• Identify the Microsoft Dynamics CRM/xRM features that enable application integration.
  

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Before attending this course, students must have the following pre-requisites:

• Experience using Microsoft Dynamics CRM 4.0.
• Basic understanding of SQL Server.
• Understanding of relational database functionality.
• It is recommended, but not essential, that students have completed Course 8913: Applications in Microsoft Dynamics CRM 4.0.

After completing the course, students will be able to customise forms and views; customise database entities and attributes; customise entity relationships and mappings; identify areas where advanced customisation functionality can be implemented.

For more information about using xRM/CRM as a business platform, go to F1's web page on xRM. Find out how Microsoft Dynamics CRM 2011 can revolutionize your business with a FREE TRIAL. Call Richard Pearson on 01225 336096.