This course offers detailed and interactive information on how to develop extensions for Microsoft Dynamics CRM 2011, with focus on extension methods documented in the Microsoft Dynamics CRM SDK. It provides instruction on the use of a number of Common Platform Operations, on how to query and execute these operations, as well as on developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions and web resources. Finally, it includes a summary overview of the integration between Windows Azure and Microsoft Dynamics CRM 2011.
After completing this course, students will be able to:
This course is a CRM development course intended primarily for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011. The audience must also be experienced in basic form customisations and workflows.
We can also deliver and customise this training course for larger groups saving your organisation time, money and resources. For more information, please make a note when you enquire.
Before attending this course, students must have:
Module 1: Extensibility Overview
This module introduces some of the basic concepts in Microsoft Dynamics CRM 2011, including a brief description of the xRM Application Framework, and the platform and features upon which it is built. The module also provides a review of the Security model, business logic, business entity and data access components. Finally the module contains a list of helpful skills and resources to assist in the development process.
Module 2: Common Platform Operations
This module explains how to use a number of common methods to access both system and custom entities in Microsoft Dynamics CRM 2011. It includes a detailed description of these methods and the available data types in the system. The module also contains a sample application that shows the audience how to create and update a Microsoft Dynamics CRM 2011 entity. Finally, it provides some helpful information about error handling.
Lab 2.1: Creating Leads
Lab 2.1: Account Management Application
Module 3: Querying Data and Executing Operations
This module provides the audience a variety of ways to query the Microsoft Dynamics CRM database including: QueryAttribute, QueryByExpression, LINQ, FetchXML, Filtered views and OData. Additionally, the module describes the Execute method and explains how to use the OrganizationRequest and OrganizationResponse messages within Microsoft Dynamics CRM. Finally, the module explains how the Organization Service web service can be used to interact with Microsoft Dynamics CRM metadata.
Lab 3.1: Using QueryExpression
Lab 3.2: Using LINQ to Perform, Create, Read, Update and Delete Operations
Lab 3.3: Using Fetch XML
Lab 3.4: Using FetchXML
Lab 3.5: Using Request and Response
Module 4: Implementing Business Processes
This module explains how to develop custom workflow activities for use within Microsoft Dynamics CRM. The functionality of Microsoft Dynamics CRM can be extended by writing custom workflow activities that run code when configured workflow or dialog rules are run. In addition, the module describes how to debug custom workflow activity code as well as how to use declarative workflows for On-premise deployments.
Lab 4.1: Creating a Custom Workflow Activity
Module 5: Plug-ins
This module provides the audience with an overview of Plug-ins. Plug-ins are powerful mechanisms used to extend the functionality of events for any entity in Microsoft Dynamics CRM 2011. The module reviews how plug-ins are used. It provides an explanation of the event framework, and examines Plug-ins as they pertain to Isolation, Trusts and Statistics. In addition the module illustrates how to develop Plug-ins, use impersonation and Entity Classes, and how to register, deploy and debug Plug-ins. Finally the module provides an overview of how to integrate Windows Azure with Microsoft Dynamics CRM 2011.
Lab 5.1: Creating a Plug-in
Module 6: Application Event Programming
This module explains how to use the built-in features of the Microsoft Dynamics CRM application. It also shows how the Microsoft Dynamics CRM application behaves when forms are loaded or saved, field data changes, tabs change state, and when IFRAMES are loaded. In Microsoft Dynamics CRM, event handler code can be attached to five events.
Lab 6.1: Telephone Number Formatting
Lab 6.2: Control Tab Visibility
Module 7: Client Extensions
This module explains how to add custom buttons, menu items, and navigation areas so that custom solutions are included in Microsoft Dynamics CRM. It also explains how to modify the Application Navigation area and goes into detail on the ways to customize both theSite Map and the Ribbon.
Lab 7.1: Modifying the Site Map
Lab 7.2: Customize the Ribbon
Module 8: Web Resources
Lab 8.1: Silverlight and Opportunity Slider
|Teaching mode:||Classroom - Instructor Led|
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