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Microsoft CRM 3.0 Customization Introduction Course

Dive into Microsoft CRM customization with this course covering basic customizations, workflow, reports setup, and more. Get hands-on experience using Virtual PC images. Prerequisites required.

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Microsoft CRM 3.0 Customization Introduction Course

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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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