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Course 8525

Course 8525. Microsoft ® CRM 3.0 Customization. Introduction. Name Company affiliation Title/function Job responsibility CRM Industry experience Microsoft CRM experience Expectations for the course. Logistics . Class hours Building hours Parking Facilities Meals Telephones

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Course 8525

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  1. Course 8525 Microsoft® CRM 3.0 Customization

  2. Introduction • Name • Company affiliation • Title/function • Job responsibility • CRM Industry experience • Microsoft CRMexperience • Expectations for the course

  3. Logistics • Class hours • Building hours • Parking • Facilities • Meals • Telephones • Messages • Smoking • Recycling

  4. Course Materials • Name card • Student workbook • Course evaluation

  5. Microsoft CRM Courses 8521, Microsoft CRM Sales Management 8522, Microsoft CRM Marketing Automation 8523, Microsoft CRM Service Management 8524, Microsoft CRM Service Scheduling 8525, Microsoft CRM Customization 8526, Microsoft CRM Installation and Configuration

  6. Prerequisites • One of the Microsoft CRM Applications Courses • Or equivalent experience with Microsoft CRM 3.0 • Experience in the following areas is helpful, but not required: • Relational Databases • Web development • JavaScript (JScript) • DHTML • XML

  7. Microsoft Certification

  8. Course Outline • Chapter 1: Microsoft CRM Customization • Chapter 2: Basic Customizations • Chapter 3: Custom Entities • Chapter 4: Workflow • Chapter 5: Application Event Programming • Chapter 6: Application Integration • Chapter 7: Microsoft CRM Reports

  9. Setup • This course uses Microsoft Virtual PC (VPC) images • Launch Virtual PC from Start Programs Microsoft Virtual PC • Use the ReadyServer image

  10. ReadyServer Login credentials Login as “crmadmin” Domain = “ADVWORKS” Password = “Pa$$w0rd”

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