Completely master the development of Microsoft Dynamics CRM and plugins, using the system's built in configurations , as well as C#

Only £4,100 + VAT


Course Details

Title: T4CRM019 - CRM 2015 Developer Boot Camp
Duration: 8 days
Price: £4,100 + VAT

About this Course:
This course combines the CRM 2015 Customisation and Configuration course with the CRM 2015 Extending course giving you a comprehensive understanding of developing both within and outside the CRM framework.

Customising and Configuring CRM 2015 enable the techniques required to customise Microsoft Dynamics CRM within the native framework, to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Extending CRM 2015 offers detailed and interactive information on how to develop extensions for Microsoft Dynamics CRM 2015, 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 including WorkFlows, Actions, CustomWorkFlow Activities, and Business Process Flows. The course also describes how to use and debug Plug-ins, integration of CRM with Azure ServiceBus, application event programming, client extensions and web resources.

Audience Profile
This course is a CRM development course intended primarily for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM. The audience must also be experienced in basic form customizations and workflows.

Course Outline
Module 1: Introduction to Customising Microsoft Dynamics CRM 2015
Lessons
Customisation or Development? Introduction or Entity Customisation.
Lab: Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2015
Lessons
Introduction to Business Units. Overview of Security Roles. User Management Overview. Team Management Overview, Teams and Sharing. Manage Security Roles for Users and Teams.
Lab: Configure Security Roles
Lab: Configure User Access

Module 3: Customizing Entities
Lessons

Entity Customization Concepts. Create a Custom Entity. Additional Entity Properties. Modifying the Configuration of an Entity.
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity

Module 4: Customizing Fields
Lessons
Field Data Types. Field Display Formats. Field Properties. Customise Existing Fields. Configure Option Sets. Status and Status Reason Fields. Delete Fields.
Lab: Create and Modify a Global Option Set

Module 5: Managing Relationships
Lessons
Types of Entity Relationships Create Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles.
Lab : Create New Relationships Lab : Customize Relationship Mappings

Module 6: Customising Forms
Lessons
Form Customisation Overview. Create and Modify Forms. Quick Create and Quick View Forms. Manage Multiple Forms. Mobile Clients.
Lab : Modify Form Layout and Add Fields Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules
Lessons
Configure Business Rules
Lab : Create a Business Rule

Module 8: Customising Views
Lessons
View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views.
Lab : Modify a Quick Find View
Lab : Create Custom Views

Module 9: Customising Charts and Dashboards
Lessons
Create and Modify Charts. Export and Import Charts. Create and Modify Dashboards.
Lab : Create a Custom Chart
Lab : Create a Dashboard

Module 10: Additional Security Options
Lessons
Field Security. Access Team Templates. Auditing Overview
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows
Lessons
Business Process Flows
Lab : Create a Multi-Entity Business Process Flow

Additional Reading.

Module 1: Extensibility Overview
Lessons
• This module introduces some of the basic concepts in Microsoft Dynamics CRM 2015, including a description of the xRM Application Framework, and the platform and features upon which it is built.
• xRM Application Framework
• Extensibility Platform and Features
• Security Model
• Business Logic
• Business Entity Components
• Data Access Components and Platform

Module 2: Common Platform Operations
Lessons
•This module explains how to use a number of common methods to access both system and custom entities in Microsoft Dynamics CRM 2015.
• WCF Web Service
• Discovery Service
• Early-Bound Entity Class
• Late-Bound Entity Class
• Organisation Service
• Authentication and Authorisation
• Entity Information
• Working with Data Types
• Using the Create Method
• Using the Retri3ve, Update and Delete Methods
• Using the Retrieve Multiple Method
• Handling WCF Faults
Lab 1: Creating Leads
Lab 2: Account Management Application

Module 3: Querying Data and Executing Operations
Lessons

• This module explains ways to query the CRM database, including using LINQ, Filtered Views and OData. In addition, it describes the Execute method and the Organization Request and Response methods.
• Querying in Microsoft Dynamics CRM 2015
• Query Expression
• Query By Attribute
• LINQ Queries
• Fetch XML
• Filtered Views
• OData
• Execute Method
• Requests and Responses
• Using the MetadataService Web Service
Lab 1: Using QueryExpression
Lab 2: Using LINQ to Perform Create, Read, Update and Delete Operations
Lab 3: Using Filtered Views
Lab 4: Using Request and Response

Module 4: Implementing Business Processes
Lessons
•This module explains how to develop custom workflow activities for use within Microsoft Dynamics CRM.
• Overview of Workflow
• Overview of Dialogs
• Setting Up Custom Workflow Activity Assemblies
• Creating Custom Workflow Activities
• Debugging Custom Workflow Activities
• Creating and Modifying Workflows in Windows Workflow Foundation (XAML Workflows)
Lab: Creating a Custom Workflow Activity

Module 5: Plug-ins
Lessons
• This module describes how plug-ins provide a powerful mechanism for extending the functionality of events for any entities with Microsoft Dynamics CRM. It also provides an overview of how to integrate Windows Azure with Microsoft Dynamics CRM 2015.
• 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 2015
Lab: Creating a Plug-in

Module 6: Application Event Programming
Lessons
•This module explains how to use the built-in features of the Microsoft Dynamics CRM application.
• Using Jscript Libraries
• Form and Field Events
• Xrm.Page
• Xrm.Page.context (Client-Side Context)
• Xrm.Page.data.entity
• Xrm.Page.ui
•Form Types
• Form Event Handler Execution Context
• Setting Event Dependencies
• Pass Parameters
• Debugging Client-Side Code
Lab 1: Telephone Number Formatting
Lab 2: Control Tab Visibility

Module 7: Client Extensions
Lessons
• This module explains how to add custom buttons, menu items, and navigation areas so that custom solutions are included in Microsoft Dynamics CRM.
• Customising the Site Map
• Customising the Ribbon
• URL Addressable Forms and Views
Lab 1: Modifying the Site Map
Lab 2: Customise the Ribbon

Module 8: Web Resources
Lessons
• This module describes how custom web content is used to extend CRM functionality. It explains how web resources enable the storage of shared blocks of code or resources that can be reused.
• Overview of Web Resources
• Web Resource Management
• Referencing Web Resources
• Silverlight Web Resource
• REST Endpoint, OData, and JSON
• Using JQuery
Lab 1: Silverlight and Opportunity Slider
Lab 2: Using JQuery with a Web Resource

Module 9: What’s new for developers in CRM 2015?
Lessons
• Use of OData web service calls from outside the crmContext
• Use the crm_toolbox apps like validate FetchXml
• Use the xrm_service toolkit (Java script libraries) to run JQuery requests to CRM Web Services
• Customise the new command bar as well as the original ribbon.

Before attending this course, students must have:
• Experience in basic form customizations and workflows
• Comfortable with the following technologies: .NET-connected applications to Visual Studio, JScript, HTML
• Basic understanding of XML, Transact_SQL, Microsoft Dynamics CRM customizations and web services, Silverlight, Windows Workflow Foundation, AJAX and Windows AZURE Platform