Develop custom extensions and workflows for Microsoft Dynamics CRM

Only £2,600 + VAT


Course Details

Title: T4CRM010 - CRM 2015 Developer Fast Track
Duration: 5 days
Price: £2,600 + VAT

This course:
- Teaches students how to develop extensions for Microsoft Dynamics CRM 2015. It is intended for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM 2011, 2015 or 2015.

At Course Completion
After completing the course, students will be able to describe how Microsoft Dynamics CRM 2015 is extended;
- Use common methods to access system and custom entities;
- Execute queries in the Microsoft Dynamics CRM database;
- Explain how the Organization Service web service interacts with Microsoft Dynamics CRM metadata;
- Develop custom workflow activities;
- Debug custom workflow activity code and use declarative workflows;
- Use Plug-ins to extend the functionality of events for any entity in Microsoft Dynamics CRM 2015;
- Understand the integration between Windows Azure with Microsoft Dynamics CRM 2015;
- Use the built-in features of the Microsoft Dynamics CRM application;
- Add custom buttons, menu items and modifications to the navigation areas;
- Add custom web content 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
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.

• 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.
• Training 4 Microsoft CRM advise that students feel confident with material covered in the Virtual academy course:
http://www.microsoftvirtualacademy.com/training-courses/c-fundamentals-for-absolute-beginners particularly the chapters on inheritance and LINQ