Microsoft CRM Customization

The Microsoft CRM Customization course examines the various ways in which you can customize the application to meet your business requirements. Customization can take on many forms â€" from workflow, to customizing the application and database schema, to report customization, to extended customization via the Software Development Kit (SDK). Workflow Manager allows you to automate your companyâ€s business policies by creating workflow rules that can be automatically and/or manually applied to selected objects. Workflow Manager also includes the ability to create Sales Processes, which automate the activities associated with prospecting, qualifying, and closing sales opportunities. The Microsoft CRM Customization tool allows you to customize the form, views, and preview panes associated with each object. Used in conjunction with the Schema Manager utility, you will learn how to modify the database schema, and then apply those customizations to the application. This course will also introduce you to the Software Development Kit, or SDK, which is a tool used by developers for creating vertical solutions that can interface with the CRM application. And finally, from a reporting standpoint, you will be introduced to the Crystal Report Designer tool, which allows you to create new reports and modify any of the existing reports that were shipped with the application.