Overview

This course teaches delegates how to develop extensions for Microsoft Dynamics CRM 2013.

Please note: this course uses material from Microsoft Official Curriculum training course 80295 together with additional material developed by our team to update it to CRM 2013. QA advise that students feel confident with material covered in the Virtual academy course: http://www.microsoftvirtualacademy.com/training-courses/c-fundamentals-for-absolute-beginners particularly the chapters on inheritance and LINQ.

Exams

Microsoft recommends this course in preparation for the following exams:

  • Microsoft Dynamics Extending CRM 2013 Specialist

  • MB2701:Extending Microsoft Dynamics CRM 2013

Objectives

After completing the course, you will be able to:

  • describe how Microsoft Dynamics CRM 2013 is extended
  • use common methods to access system and custom entities
  • execute queries in the Microsoft Dynamics CRM database
  • explain how the Organization Service web service interacts with Microsoft Dynamics CRM metadata
  • develop custom workflow activities
  • debug custom workflow activity code and use declarative workflows
  • use Plug-ins to extend the functionality of events for any entity in Microsoft Dynamics CRM 2013
  • understand the integration between Windows Azure with Microsoft Dynamics CRM 2013
  • use the built-in features of the Microsoft Dynamics CRM application
  • add custom buttons, menu items and modifications to the navigation areas
  • add custom web content to CRM forms
  • use web resources to enable the storage of shared blocks of code or resources for reuse across the Microsoft Dynamics CRM web application

Audience

It is intended for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM 4.0, 2011 or 2013.

Prerequisites

  • Experience in basic form customizations and workflows.
  • Background in one or more of the following technologies: .NET-connected applications to Visual Studio, JScript, DHTML, XML, Transact_SQL, Microsoft Dynamics CRM customizations and web services, Silverlight, Windows Workflow Foundation, AJAX and Windows Azure Platform.
  • QA advise that students feel confident with material covered in the Virtual academy course: http://www.microsoftvirtualacademy.com/training-courses/c-fundamentals-for-absolute-beginners particularly the chapters on inheritance and LINQ

Syllabus

Module 1: Extensibility Overview

This module introduces some of the basic concepts in Microsoft Dynamics CRM 2013, including a description of the xRM Application Framework, and the platform and features upon which it is built.

  • xRM Application Framework
  • Extensibility Platform and Features
  • Security Model
  • Business Logic
  • Business Entity Components
  • Data Access Components and Platform

Skills

  • Describe how Microsoft Dynamics CRM 2013 is designed to be extended and the core extensibility features.
  • Explain how the Security Model affects custom development and design.
  • Explain how 'business logic' is incorporated.
  • Explain how entities are structured and defined within the xRM Framework.
  • Examine how data access is handled with the application.
  • Recognize the skills developers will use to extend Microsoft Dynamics CRM 2013 and the resources available to them

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 2013

  • WCF Web Service
  • Discovery Service
  • Early-Bound Entity Class
  • Late-Bound Entity Class
  • Organisation Service
  • Authentication and Authorisation
  • Entity Information
  • Working with Data Types
  • Using the Create Method
  • Using the Retri3ve, Update and Delete Methods
  • Using the RetrieveMultiple Method
  • Handling WCF Faults
  • Lab: Creating Leads
  • Lab: Account Management Application

Skills

  • Discuss the use and benefits of the Windows Communication Foundation
  • Use the Discovery Service web service to access Organization-level information
  • Explain the difference between early and late-bound classes
  • Use the code generation tool to create a file which contains multiple classes to use in early-bound code
  • Develop custom code that used late-bound classes
  • Reference and use the Organization Service
  • Explain security dependencies
  • Identify how Entity information is used with the Organization web service
  • Identify the different Microsoft Dynamics CRM data types
  • Use the Create method of the Organization Service class to create a new record in Microsoft Dynamics CRM
  • Use the Retrieve method of the Organization class to retrieve a single record
  • Use the Update method of the Organization Service class
  • Use the Delete method of the Organization Service class
  • Use the RetrieveMultiple method of the Organization Service class
  • Identify how to manage exceptions thrown by the Microsoft Dynamics CRM platform

Module 3: Querying Data and Executing Operations

This module explains ways to query the CRM database, including using LINQ, Filtered Views and OData. In addition, it describes the Execute method and the Organization Request and Response methods

  • Querying in Microsoft Dynamics CRM 2013
  • Query Expression
  • QueryByAttribute
  • LINQ Queries
  • FetchXML
  • Filtered Views
  • OData
  • Execute Method
  • Requests and Responses
  • Using the MetadataService Web Service
  • Lab: Using QueryExpression
  • Lab: Using LINQ to Perform Create, Read, Update and Delete Operations
  • Lab: Using Filtered Views
  • Lab: Using Request and Response

Skills

  • List querying options available to developers
  • Use the QueryExpression class to retrieve records based on complex criteria
  • Use the QueryByAttribute class for simple queries
  • Identify the benefits and appropriate uses of LINQ when querying and interacting with data
  • Demonstrate and explain the uses of FetchXML
  • Examine how filtered views can be used to access data by using SQL
  • Use and specify OData elements when querying.
  • Use the Execute method of the Organization Service for more specific platform operations
  • Identify common Request and Response classes
  • Access and update schema information through the Organization Service web service

Module 4: Implementing Business Processes

This module explains how to develop custom workflow activities for use within Microsoft Dynamics CRM

  • Overview of Workflow
  • Overview of Dialogs
  • Setting Up Custom Workflow Activity Assemblies
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities
  • Creating and Modifying Workflows in Windows Workflow Foundation (XAML Workflows)
  • Lab: Creating a Custom Workflow Activity

Skills

  • Identify core workflow features in Microsoft Dynamics CR
  • Review the basic concepts, terminology and benefits of using dialogues
  • Examine the steps involved in developing and deploying custom workflow activities
  • Create custom workflow activities
  • Debug custom workflow activities
  • Modify an existing Microsoft Dynamics CRM 2013 workflow in Visual Studio

Module 5: Plug-ins

This module describes how plug-ins provide a powerful mechanism for extending the functionality of events for any entities with Microsoft Dynamics CRM. It also provides an overview of how to integrate Windows Azure with Microsoft Dynamics CRM 2013

  • Overview of Plug-ins
  • Event Framework
  • Plug-in Isolation, Trusts and Statistics
  • Developing Plug-ins
  • Impersonation in Plug-ins
  • Entity Classes and Plug-ins
  • Register and Deploy Plug-ins
  • Debugging Plug-ins
  • Windows Azure Integration with Microsoft Dynamics CRM 2013
  • Lab: Creating a Plug-in

Skills

  • Identify how Plug-ins can be used to extend Microsoft Dynamics CRM 2013
  • Review the event framework
  • Examine Plug-in Isolation, Trusts and Statistics
  • Develop Plug-ins
  • Use impersonation in Plug-ins
  • Register and deploy Plug-ins
  • Debug Plug-ins
  • Integrate Windows Azure with Microsoft Dynamics CRM

Module 6: Application Event Programming

This module explains how to use the built-in features of the Microsoft Dynamics CRM application.

  • Using Jscript Libraries
  • Form and Field Events
  • Xrm.Page
  • Xrm.Page.context (Client-Side Context)
  • Xrm.Page.data.entity
  • Xrm.Page.ui
  • Form Types
  • Form Event Handler Execution Context
  • Setting Event Dependencies
  • Pass Parameters
  • Debugging Client-Side Code
  • Lab: Telephone Number Formatting
  • Lab: Control Tab Visibility

Skills

  • Use JScript Libraries to Customize Microsoft Dynamics CRM
  • Explore form and field events
  • Examine the Xrm.Page object
  • Examine the Xrm.Page.context (client-side context) object
  • Examine the Xrm.Page.data.entity object
  • Examine the Xrm.Page.ui object
  • Explore form types
  • Examine the form event handler execution context
  • Identify how to set event dependencies
  • Evaluate how parameters can be used within Microsoft Dynamics CRM 2013 forms
  • Apply best practices when writing client-side code
  • Identify how to debug client-side code

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.

  • Customising the Site Map
  • Customising the Ribbon
  • URL Addressable Forms and Views
  • Lab: Modifying the Site Map
  • Lab: Customise the Ribbon

Skills

  • Integrate web pages into the user interface by using the Site Map
  • Describe the steps to modify the Ribbon
  • Demonstrate the use of Custom Actions, Rules and Localizing Ribbon controls
  • Describe how URL addressable forms can be used

Module 8: Web Resources

This module describes how custom web content is used to extend CRM functionality. It explains how web resources enable the storage of shared blocks of code or resources that can be reused.

  • Overview of Web Resources
  • Web Resource Management
  • Referencing Web Resources
  • Silverlight Web Resource
  • REST Endpoint, OData, and JSON
  • Using JQuery
  • Lab: Silverlight and Opportunity Slider
  • Lab: Using JQuery with a Web Resource

Skills

  • Overview of the use of web resources in Microsoft Dynamics CRM 2013.
  • Evaluate how parameters can be used.
  • Demonstrate how web resources are implemented and utilized.
  • Practice referencing web resources within other web resources.
  • Implement the use of a Silverlight web resource.
  • Define REST.
  • Examine and understand the use of ATOM and JSON.
  • Understand and demonstrate how JQuery can be utilized.

Module 9: What's new for developers in CRM 2013?

  • Use of OData web service calls from outside the crmContext
  • Use the crm_toolbox apps like validate FetchXml
  • Use the xrm_service toolkit (Java script libraries) to run JQuery requests to CRM Web Services
  • Customise the new command bar as well as the original ribbon

Training provider

Teaching mode: Classroom - Instructor Led
Duration: 5 days
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