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.
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.
Lessons
Objectives
Introduction
xRM Application Framework
Extensibility Platform and Features
Security Model
Business Model
Business Logic
Business Entity Components
Data Access Components and Platform
Helpful Skills
Resources
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
After completing this module, students will be able to:
Describe how Microsoft Dynamics CRM 2011 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 2011 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 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.
Lessons
Objectives
Introduction
WCF Web Services
Discovery Service
Early versus Late-Binding
Early-Bound Entity Class
Late-Bound Entity Class
Organization Service
Authentication and Authorization
Entity Information
Working with Data Types
Using the Create Method
Using the Retrieve Method
Using the Update Method
Using the Delete Method
Using the RetrieveMultipleMethod
Handling WCF Faults
Summary
Test Your Knowledge
Solutions
Lab : Lab 2.1: Creating Leads
Goal Description
Need a Little Help?
Step by Step
Step by Step
Lab : Lab 2.1: Account Management Application
Goal Description
Need a Little Help?
Step by Step
Step by Step
After completing this module, students will be able to:
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 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.
Lessons
Objectives
Introduction
Querying in Microsoft Dynamics CRM 2011
Query Expression
QueryByAttitude
LINQ Queries
FetchXML
Filtered Views
OData
Execute Method
Requests and Responses
Using the MetadataService Web Service
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 3.1: Using QueryExpression
Goal Description
Challenge Yourself!
Need a Little Help?
Step by Step
Step by Step
Lab : Lab 3.2: Using LINQ to Perform, Create, Read, Update and Delete Operations
Goal Description
Challenge Yourself
Need a Little Help?
Step by Step
Step by Step
Lab : Lab 3.3: Using Fetch XML
Challenge Yourself!
Need a Little Help?
Step by Step
Lab : Lab 3.4: Using FetchXML
Challenge Yourself!
Need a Little Help?
Step by Step
Lab : Lab 3.5: Using Request and Response
Goal Description
Challenge Yourself!
Need a Little Help?
Step by Step #C
Step by Step Visual Basic. NET
After completing this module, students will be able to:
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 he Organization Service web service
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.
Lessons
Objectives
Introduction
Overview of Workflow
Overview of Dialogues
Setting up Custom Workflow Activity Assemblies
Demonstration: Configuring a Custom Workflow Activity
Creating Custom Workflow Activities
Debugging Custom Workflow Activities
Creating and Modifying Windows Workflow Foundation (XAML Workflows)
Demonstration: Modifying an Existing Workflow in Visual Studio 2010
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 4.1: Creating a Custom Workflow Activity
Goal Description
Challenge Yourself!
Need a Little Help?
Step by Step C#
Step by Step Visual Basic .NET
After completing this module, students will be able to:
Identify core workflow features in Microsoft Dynamics CRM
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 2011 workflow in Visual Studio
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.
Lessons
Objectives
Introduction
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 2011
Summary
Test Your Knowledge
Quick Interaction: Lesson Learned
Solutions
Lab : Lab 5.1: Creating a Plug-in
Goal Description
Challenge Yourself!
Need a Little Help?
Step by Step
Step by Step
After completing this module, students will be able to:
Identify how Plug-ins can be used to extend Microsoft Dynamics CRM 2011
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. 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.
Lessons
Objectives
Introduction
Using Jscript Libraries
Form and Field Events
Xrm.Page
Xrm.Page.context (Client-Side Context)
Xrm.Pge.data entity
Xrm.Page.ui
Form Types
Form Event Handler Execution Context
Setting Event Dependencies
Pass Parameters
Using Best Practices in Writing Client-Side Code
Debugging Client-Side Code
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 6.1: Telephone Number Formatting
Goal Description
Challenge Yourself!
Need a Little Help
Step by Step
Lab : Lab 6.2: Control Tab Visibility
Goal Description
Challenge Yourself!
Need a Little Help?
Step by Step
After completing this module, students will be able to:
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 2011 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. 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.
Lessons
Objectives
Introduction
Customizing the Site Map
Customizing the Ribbon
URL Addressable Forms and Views
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 7.1: Modifying the Site Map
Challenge Yourself!
Need a Little Help?
Step by Step
Lab : Lab 7.2: Customize the Ribbon
Challenge Yourself!
Need a Little Help?
Step by Step
After completing this module, students will be able to:
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 explains how the addition of custom web content (for example HTML, Images, Silverlight, JavaScript) to CRM forms is a common method that is used to extend CRM functionality. It describes a few examples of the use of client-side technology such as among others, adding custom validation, mashups with other applications and adding new applications (for example, Silverlight applications displaying Microsoft Dynamics CRM data). The module also describes how web resources are used to enable the storage of shared blocks of code or resources so that they can then be reused across the Microsoft Dynamics CRM web application.
Lessons
Objectives
Introduction
Overview of Web Resources
Web Resource Management
Referencing Web Resources
Silverlight Web Resource
REST Endpoint, OData and JSON
Using JQuery
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 8.1: Silverlight and Opportunity Slider
Challenge Yourself!
Need a Little Help?
Step by Step
After completing this module, students will be able to:
Overview of the use of web resources in Microsoft Dynamics CRM 2011
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
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 customizations and workflows.
Before attending this course, students must have: 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
Name | Code | Fee |
---|---|---|
Microsoft Certified Professional (MCP) - [MB2-876] | MB2-876 | USD 127 |
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