Introduction to Customization in CRM 2011

This 4 hour instructor-led course provides an introduction to basic customization of CRM 2011 including workflows and dialogs, web resources, solution management. This course will not get into advanced customizations and scripts and is intended for business analysts. The course will have some introductory hands-on labs.

Agenda

• Extensibility of CRM 2011
• Solutions -Managed and Unmanaged
• Exporting and Importing Customizations
• Entity and Form Customizations
• Relationships
• Chart and View Customizations
• Views, Advanced Finds

Audience

This training is recommended for advanced users and technical resourses interested in leveraging the system for business enhancement and process improvement.

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