In this chapter, we are going to use Microsoft Dynamics CRM 2011 to create a sample application called Project Training Enrollment System (PTES). We will explore the different possibilities to customize the Microsoft CRM 2011 application to fit in with our business-specific needs. We will perform requirement analysis for PTES and find out what the different components are that can use OOB and what components we need to customize.
In this chapter we are going to discuss the following topics:
- Project Training Enrolment System
- Requirement analysis for PTES
- Project Training Enrolment System design
- Customization concepts in Microsoft CRM 2011
- Data model for PTES
- System configuration
- Setting up e-mail integration
- Customizing Microsoft CRM 2011 for PTES
- Creating a marketing list
- Using campaign activity in Microsoft CRM 2011
- Capturing the campaign response
The project training enrolment system was designed for Northern Society for Computer Education (NSCE), which is a leading computer education and professional training institute. It provides quality computer education at an affordable fee. The NSCE is going to start a new Project Training Program for its final year students of MCA/BE/MSc (Computers). They are planning to do marketing for their new course, so they need a campaign management system that will help plan an effective marketing campaign and also help them capture the campaign response. Presently they are using a traditional filesystem to store students' data. They are looking for the following features in PTES:
- They should be able to capture institute information within their subbranches
- They should be able to capture student data
- They should be able to automate their campaign process for their new program
- They should be able to capture their campaign response to properly manage the program in the near future
- They should be able to migrate their existing data into a new system
- They should be able to send an e-mail from the new system