Microsoft CRM 3.0 Customisation

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Course Profile

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 this course

This three-day instructor-led course provides students with the knowledge and skills to plan, develop, and apply Microsoft® CRM 3.0 Customizations.

The course focuses on using Microsoft CRM 3.0 Customization tools and the Microsoft CRM 3.0 Client Programming Guide.

This course is intended for Microsoft CRM Implementation Consultants and System Administrators who understand how to use Microsoft CRM. Participants will be working with customizations developed in JScript and XML, but are not expected to be experienced programmers.
Before attending this course, students must have:

A working Knowledge of how to use Microsoft CRM 3.0.

It is recommended, but not required, that students have completed Microsoft CRM applications training. In addition, it is recommended, but not required, that students
have experience working with:

- Relational Databases
- Web development, JavaScript (JScript), DHTML

Additional Reading

To help you prepare for this class, review the following technologies:

- JScript
- Transact SQL
Skills After completing this course students should understand:
  • Plan Customizations for a Microsoft CRM Implementation
  • Apply Form Customizations using the Microsoft CRM Customization Tools
  • Plan, create, and configure Custom Entities in Microsoft CRM
  • Plan, create, configure, and maintain Workflow Rules and Sales Processes
  • Understand how client-side scripts are used on Form and Field events in Microsoft CRM
  • Use IFrame to integrate other applications
  • Add custom menus, navigation items and buttons to Microsoft CRM
  • Customize the Microsoft CRM Navigation Pane
  • Recognize opportunities to extend Microsoft CRM
  • Locate ISV solutions
  • Create and Customize Microsoft CRM Reports using SQL Server 2000 Reporting Services