8525: Microsoft CRM 3.0 Customization

8525: Microsoft CRM 3.0 Customization Course Description

Intended Audience for the 8525: Microsoft CRM 3.0 Customization Course

• 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 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, XML.

8525: Microsoft CRM 3.0 Customization Course Objectives

• 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

Recommended Prerequisites for the 8525: Microsoft CRM 3.0 Customization course

• 8521: Microsoft CRM 3.0 Sales Management
• 8522: Microsoft CRM 3.0 Marketing Automation
• 8523: Microsoft CRM 3.0 Service Management
• 8524: Microsoft CRM 3.0 Service Scheduling

8525: Microsoft CRM 3.0 Customization Course Outline

1. Chapter 1: Microsoft CRM Customization
   1. Microsoft CRM Design Focus
   2. Levels of Customization
   3. Microsoft CRM Customization Architecture
   4. Use of Supported Methods
   5. Available Customizations
   6. Customization Tactics
   7. Customization Method
2. Chapter 2: Basic Customizations
   1. Customization Concepts
   2. Basic Customization Capabilities
   3. Permissions Needed
   4. Customization Process
   5. Reusing Customizations
   6. Form Customization
   7. Customizing Attributes
   8. Previews
   9. View Customization
   10. Rename a Customizable Entity
   11. Changing System Messages
   12. Modify the on-line help
3. Chapter 3: Custom Entities
   1. Value of Custom Entities
   2. Custom entities and System Entities
   3. Planning a Custom Entity
   4. Ownership Type
   5. Entity Relationships
   6. Relationship Behavior
   7. Supported Relationships
   8. Entity Security and Customizations
   9. Working With Custom Entities
   10. Configuring a Custom Entity
   11. Default Entity Attributes and Features
   12. Entity Icons
   13. Deleting a Custom Entity
   14. Defining Relationships
   15. Entity Mapping
   16. Add a Mapping
4. Chapter 4: WorkFlow
   1. Core Concepts
   2. Creating a Workflow Rule
   3. Defining Workflow Rules
   4. WorkFlow Limitations
   5. Defining Workflow Actions
   6. Activity Creation Actions
   7. Object Update Actions
   8. Flow Control Actions
   9. Using Dynamic Text in Workflow
   10. Using Dynamic Values in Workflow
   11. Defining Workflow Conditions
   12. Sales Processes
   13. Organizing Workflow
   14. Managing Workflow
   15. Importing and Exporting Workflow Rules
   16. Troubleshooting Workflow
5. Chapter 5: Application Event Programming
   1. Core Concepts
   2. Common uses for Client-side Code
   3. Using Form Events
   4. Using Field Events
   5. Configuring Event Detail Properties
   6. Referencing and Manipulating Form Values
   7. DHTML DOM
   8. Essential JScript
   9. Microsoft CRM Document Object Model
   10. crmForm
   11. crmForm Fields
   12. General Field Properties and Methods
   13. Picklist field Properties and Methods
   14. Lookup Field Properties
   15. Troubleshooting
   16. Tips and Tricks
   17. DHTML use within Microsoft CRM
6. Chapter 6: Application Integration
   1. Application Integration Features and Resources
   2. IFrame
   3. Dynamic IFrame
   4. URL Addressable Forms
   5. Creating Custom Menus, Navigation items and Buttons
   6. ISV. Config Integration Points
   7. Configuring Controls
   8. Control Types
   9. ISV.config structure
   10. SiteMap
   11. SiteMap Structure
   12. SDK Capabilities
   13. ISV Solutions
7. Chapter 7: Report Customization
   1. Reporting and CRM
   2. Core Concepts
   3. Transition to SQL Server 2000 Reporting Services
   4. Reporting Services Overview
   5. Microsoft CRM Reporting Features
   6. Creating Excel Reports
   7. Edit and Organize Reports
   8. Deploying and Removing Reporting Services Reports
   9. Control Access to Reports
   10. Reporting Services Report Designer
   11. Modify Existing Reporting Services Reports
   12. Microsoft CRM Pre-Filtering
   13. Scheduled Reports

Benefits of taking the 8525: Microsoft CRM 3.0 Customization course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
  NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

  See our comprehensive list of partner authorizations.

• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
• Awards won by NetCom
  NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!

  See our list of awards.

• Specialized Boot Camp Training

  

  This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

  For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.

Enrollment Options for the 8525: Microsoft CRM 3.0 Customization course

• Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with an Educational Consultant.

Training Delivery Methods

• Classroom Training
  NetCom’s classroom training ensures that you have state-of-the-art tools, techniques and practices you need to succeed on the job. Our instructors are active practitioners and true masters in their fields. With convenient classes at multiple learning centers across the US, you never have to go far to get ahead.

• Live Online Training (LOT)
  NetCom’s premium Live Online Training (we call it LOT) is the ultimate in convenience and cost-effectiveness. LOT combines interactive video instruction via the latest web conference technology, and post-class access to learning labs for a best-in-class learning experience.
  Learn more about LOT

• Boot Camp Training
  NetCom’s intensive boot camps are designed to advance your skills in the shortest possible amount of time and get you certified. Boot camps go at a faster pace and often run for longer days, so you must have some level of subject matter experience before enrolling. Boot camps have mandatory assessment tests to ensure no one will slow down the class for other students. Learn more about Boot Camps

• Private Onsite Training
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• Private 1-on-1 Training
  NetCom’s private 1-on-1 training focuses on the highest quality training possible. You get individualized, full attention from the instructor and you decide where and when courses are held. The training is custom tailored to reflect your industry, corporate culture, goals and schedule. You pick the course content, length of training and instructional technique.
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