Microsoft Dynamics CRM 2011

Course Code:

Duration: 4Days

Overview:

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.

  • Describe how Microsoft Dynamics CRM 2011 is extended and the core extensibility features.
  • Use common methods to access system and custom entities.
  • Develop custom workflow activities for use within Microsoft Dynamics CRM .
  • Use Plug-ins to extend the functionality of events for any entity in Microsoft Dynamics CRM .
  • Add custom buttons, menu items and modifications to the navigation areas, including interaction with the Site Map and the Ribbon.
  • Add custom web content (for example HTML, Images, Silverlight, JavaScript) to CRM forms.

Pre-Requisites:

All participants should have –

  • Proficiency with .NET Framework and C# 3.5
  • Good knowledge of Web Services and XML
  • Good knowledge of JavaScript
  • Knowledge of LINQ is recommended
  • Knowledge of Workflow Foundation is recommended
  • Knowledge of SSRS is recommended

 Course Details

 Course Outline:

Day 1

  • Overview of the CRM Fluid UI and Concepts
  • Important Entities
  • Working with the Ribbon
  • Activities
  • Closing Dialogs
  • Concept of Record Ownership and Sharing
  • Configuring Security
  • CRM Security Features
  • Privileges
  • Access Levels
  • Security Roles
  • Security Roles and Business Units
  • Creating and Copying Security Roles
  • Customizing Microsoft Dynamics CRM Overview
  • Types of Customizations
  • Upgrading Customizations
  • Reusing Customizations
  • Building Custom Charts and Visualizations
  • Integrating CRM with SharePoint 2011

Day 2

  • Customizing Forms and Views
  • Introduction to CRM Solutions
  • Managed and Unmanaged Solutions
  • Basic UI Customization Capabilities
  • Form Customization
  • View Customization
  • Customizing the Ribbon
  • Customizing Entities and Attributes
  • Customizing Attributes
  • Creating a Custom Entity
  • Customizing Relationships and Mappings
  • Supported Entity Relationships
  • One-to-Many Relationship Behavior
  • Creating Entity Relationships
  • Entity Mapping
  • Renaming Entities and Translating Customizations
  • Renaming a Customizable Entity
  • Translate Customized Labels
  • Introduction to Advanced Customizations
  • Introduction to Application Event Programming
  • Using Form Events
  • Introduction to IFrames
  • Introduction to URL Addressable Forms
  • Introduction to Creating Custom Menus and Buttons
  • Using Client Extensions
  • Using Web Resources

Day 3

  • Navigation Items
  • Introduction to ISV.config Integration Points
  • Introduction to SiteMap
  • SiteMap structures
  • Introduction to SDK Capabilities
  • Common Platform Operations
  • CrmDiscoveryService WebService
  • CrmService WebService
  • crmAuthentication Token
  • Using the Create Method
  • Using the Retrieve Method
  • Using the Update Method
  • Using the Delete Method
  • Using the RetrieveMultiple Method
  • Using CRM 2011 LINQ Provider
  • CRM Client Programming with Silverlight
  • Exposing CRM Data using OData and REST protocols
  • Advanced Platform Operations
  • Querying Data
  • QueryExpression Class
  • QueryByAttribute Class
  • Saving Queries
  • Filtered Views
  • Execute Method
  • Requests and Responses
  • Dynamic Entities
  • Using the Metadata Web Service

Day 4

  • Workflow Processes
  • Workflow Basics
  • Workflow Process Templates
  • Implementing business processes using Workflows
  • Monitoring Workflows
  • Custom Workflow Activities
  • Configuring Custom Workflow Activities
  • Workflow Architecture
  • Setting Up Custom Workflow Activity Assemblies
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities
  • Plug-ins
  • Plug-ins Overview
  • Event Framework
  • Developing Plug-ins
  • Impersonation in Plug-ins
  • Dynamics Entities and Plug-ins
  • Deploying Plug-ins
  • Debugging Plug-ins
  • Reports
  • Overview of Reporting System in CRM
  • Building Custom Reports using Report Designer
  • Building custom Reports using Visual Studio
  • Deploying Reports