Course details

The student will learn to develop extensions for Microsoft Dynamics CRM 2011, extension methods documented in the Microsoft Dynamics CRM SDK, Common Platform Operations and integration between Windows Azure and Microsoft Dynamics CRM 2011.

Course Outline

1 - Extensibility Overview

  • 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

2 - Common Platform Operations

  • 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 2.1: Creating Leads 
  • Lab 2.1: Account Management Application

3 - Querying Data and Executing Operations

  • 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 3.1: Using QueryExpression 
  • Lab 3.2: Using LINQ to Perform, Create, Read, Update and Delete Operations 
  • Lab 3.3: Using Fetch XML 
  • Lab 3.4: Using FetchXML 
  • Lab 3.5: Using Request and Response

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
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lessons Learned
  • Solutions
  • Lab 4.1: Creating a Custom Workflow Activity

5 - Plug-ins

  • Goal Description
  • Challenge Yourself!
  • Need a Little Help?
  • Step by Step
  • Step by Step

6 - Application Event Programming

  • 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 6.1: Telephone Number Formatting 
  • Lab 6.2: Control Tab Visibility

7 - Client Extensions

  • Objectives
  • Introduction
  • Customizing the Site Map
  • Customizing the Ribbon
  • URL Addressable Forms and Views
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lessons Learned
  • Solutions
  • Lab 7.1: Modifying the Site Map 
  • Lab 7.2: Customize the Ribbon

8 - Web Resources

  • 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 8.1: Silverlight and Opportunity Slider

Target Audience: 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.

Updated on 08 November, 2015

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