80295, Extending Microsoft Dynamics CRM 2011

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

his 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

After completing this course, students will be able to:

•Describe how Microsoft Dynamics CRM 2011 is extended and the core extensibility features.
•Use common methods to access system and custom entities, including the Security Model, business logic, xRM Framework and exceptions.
•Execute queries in the Microsoft Dynamics CRM database, including QueryAttribute, QueryByExpression, LINQ, FetchXM, filtered views and OData.
•Explain how the Organization Service web service interacts with Microsoft Dynamics CRM metadata.
•Develop custom workflow activities for use within Microsoft Dynamics CRM that run code when configured workflow or dialog rules are created.
•Debug custom workflow activity code and use declarative workflows for On-premise deployments.
•Use Plug-ins to extend the functionality of events for any entity in Microsoft Dynamics CRM 2011.
•Understand the integration between Windows Azure with Microsoft Dynamics CRM 2011.
•Use the built-in features of the Microsoft Dynamics CRM application and understand how the Dynamics CRM application behaves when forms are loaded or saved, field data changed, tabs change state, and when IFRAMES are uploaded.
•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.
•Use web resources to enable the storage of shared blocks of code or resources for reuse across the Microsoft Dynamics CRM web application.

Module 1: Extensibility Overview

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

Module 2: Common Platform Operations

•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

Module 3: Querying Data and Executing Operations

•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

Module 4: Implementing Business Processes

•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

Module 5: Plug-ins

•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

Module 6: Application Event Programming

•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

Module 7: Client Extensions

•Customizing the Site Map
•Customizing the Ribbon
•URL Addressable Forms and Views

Module 8: Web Resources

•Overview of Web Resources
•Web Resource Management
•Referencing Web Resources
•Silverlight Web Resource
•REST Endpoint, OData and JSON
•Using JQuery

Infero Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.