Last week i spent 3 days on a CRM course, it is about extending Microsoft Dynamics CRM 2011.
For those of you who wonder what Microsoft Dynamics CRM is, click here.
Already with a background in MS Dynamics CRM 2011, had done quite a bit of work to customize and configure the system. So this course feels really logical for the next step. From my past projects I have also run into a few bugs / problems that also was solved in the course. Our instructor Darko Jovisic was very competent and his blog showed us many useful tools along with some usage instructions.
Overall, the course covered the following topics:
- Querying the MS Dynamics CRM
- Create Custom Workflow
- Create Plugin
- Create / Update Ribbon buttons
- Modify Site Map
- Web Resources
This course opened up a lot of doors for me which allows me to design better solutions when it comes to matching customer need in automating bank processes. I will come back later when I have something more concrete.
After taking this course, my thought on using MS CRM 2011 as a supplement to BI marketing system just got reinforced. MS CRM 2011 is a great system to handle the business decisions done with data analysis (Like to execute a proactive customer service process after a churn analysis).