Extending Microsoft Dynamics CRM 2011

Enhance your development skills by mastering Microsoft Dynamics CRM 2011 extensions with our expert-led course designed for technical professionals seeking to leverage powerful customization and integration capabilities.

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Essential Skills Gained

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Design extensions for Microsoft Dynamics CRM 2011 using SDK methods.

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Implement business processes and workflows efficiently.

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Develop and debug custom Plug-ins and client extensions.

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Integrate Windows Azure with Dynamics CRM 2011 for advanced functionalities.

Format

  • Instructor-led
  • 3 days with lectures and hands-on labs.

Audience

  • CRM Developers
  • Technical Consultants
  • System Integrators
  • IT Professionals experienced with Dynamics CRM

Description

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.

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Upcoming Course Dates

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Course Outline

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Module 1: Extensibility Overview

  1. Objectives

  2. Introduction

  3. xRM Application Framework

  4. Extensibility Platform and Features

  5. Security Model

  6. Business Model

  7. Business Logic

  8. Business Entity Components

  9. Data Access Components and Platform

  10. Helpful Skills

  11. Resources

  12. Summary

  13. Test Your Knowledge

  14. Quick Interaction: Lessons Learned

  15. Solutions

Module 2: Common Platform Operations

  1. Objectives

  2. Introduction

  3. WCF Web Services

  4. Discovery Service

  5. Early versus Late-Binding

  6. Early-Bound Entity Class

  7. Late-Bound Entity Class

  8. Organization Service

  9. Authentication and Authorization

  10. Entity Information

  11. Working with Data Types

  12. Using the Create Method

  13. Using the Retrieve Method

  14. Using the Update Method

  15. Using the Delete Method

  16. Using the RetrieveMultipleMethod

  17. Handling WCF Faults

  18. Summary

  19. Test Your Knowledge

  20. Solutions

Module 3: Querying Data and Executing Operations

  1. Objectives

  2. Introduction

  3. Querying in Microsoft Dynamics CRM 2011

  4. Query Expression

  5. QueryByAttitude

  6. LINQ Queries

  7. FetchXML

  8. Filtered Views

  9. OData

  10. Execute Method

  11. Requests and Responses

  12. Using the MetadataService Web Service

  13. Summary

  14. Test Your Knowledge

  15. Quick Interaction: Lessons Learned

  16. Solutions

Module 4: Implementing Business Processes

  1. Objectives

  2. Introduction

  3. Overview of Workflow

  4. Overview of Dialogues

  5. Setting up Custom Workflow Activity Assemblies

  6. Demonstration: Configuring a Custom Workflow Activity

  7. Creating Custom Workflow Activities

  8. Debugging Custom Workflow Activities

  9. Creating and Modifying Windows Workflow Foundation (XAML Workflows)

  10. Demonstration: Modifying an Existing Workflow in Visual Studio 2010

  11. Summary

  12. Test Your Knowledge

  13. Quick Interaction: Lessons Learned

  14. Solutions

Module 5: Plug-ins

  1. Objectives

  2. Introduction

  3. Overview of Plug-ins

  4. Event Framework

  5. Plug-in Isolation, Trusts and Statistics

  6. Developing Plug-ins

  7. Impersonation in Plug-ins

  8. Entity Classes and Plug-ins

  9. Register and Deploy Plug-ins

  10. Debugging Plug-ins

  11. Windows Azure Integration with Microsoft Dynamics CRM 2011

  12. Summary

  13. Test Your Knowledge

  14. Quick Interaction: Lesson Learned

  15. Solutions

Module 6: Application Event Programming

  1. Objectives

  2. Introduction

  3. Using Jscript Libraries

  4. Form and Field Events

  5. Xrm.Page

  6. Xrm.Page.context (Client-Side Context)

  7. Xrm.Page.data.entity

  8. Xrm.Page.ui

  9. Form Types

  10. Form Event Handler Execution Context

  11. Setting Event Dependencies

  12. Pass Parameters

  13. Using Best Practices in Writing Client-Side Code

  14. Debugging Client-Side Code

  15. Summary

  16. Test Your Knowledge

  17. Quick Interaction: Lessons Learned

  18. Solutions

Module 7: Client Extensions

  1. Objectives

  2. Introduction

  3. Customizing the Site Map

  4. Customizing the Ribbon

  5. URL Addressable Forms and Views

  6. Summary

  7. Test Your Knowledge

  8. Quick Interaction: Lessons Learned

  9. Solutions

Module 8: Web Resources

  1. Objectives

  2. Introduction

  3. Overview of Web Resources

  4. Web Resource Management

  5. Referencing Web Resources

  6. Silverlight Web Resource

  7. REST Endpoint, OData and JSON

  8. Using JQuery

  9. Test Your Knowledge

  10. Quick Interaction: Lessons Learned

  11. Solutions

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