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Developing Microsoft Dynamics CRM 2015/2016 Solutions

5days
Training code
ucrmd

Upcoming sessions

30 Sep 2019
25 Nov 2019
Book this course

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Although Dynamics CRM has many out of the box customization options, many companies have requirements which can only be realized by extending the existing feature set of Dynamics CRM. You will learn how to extend the core functionalities in both the online as offline versions, how to automate business processes using .NET Workflow Foundation and how to extend Dynamics CRM through plug-ins.

The first 4 days cover the Dynamics CRM 2011 development options. In the last day you will acquire a better understanding of how you can use these extension methods to integrate with SharePoint and how to create bidirectional integrated solutions.

Target Audience

This course is targeting developers who have none or limited Dynamics CRM development skills.

Prerequisites

Before attending the course, delegates must have the following prerequisite knowledge and experience:

  • Understanding of web page development and design
  • Knowledge of a .NET programming language (Visual Basic .NET or C#)
  • Working knowledge of Microsoft Dynamics CRM (end-user perspective)

Course Outline

Day 1-4: Extending Microsoft Dynamics CRM with .NET

Module 1: Extensibility Overview

This module introduces some of the basic concepts in Microsoft Dynamics CRM 2011, including a brief description of the xRM Application Framework, and the platform and features upon which it is built. The module also provides a review of the Security model, business logic, business entity and data access components.  Finally the module contains a list of helpful skills and resources to assist in the development process.

Topics:

  • 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

Module 2: Common Platform Operations

This module explains how to use a number of common methods to access both system and custom entities in Microsoft Dynamics CRM 2011.  It includes a detailed description of these methods and the available data types in the system. The module also contains a sample application that shows the audience how to create and update a Microsoft Dynamics CRM 2011 entity. Finally, it provides some helpful information about error handling.

Topics:

  • 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

Module 3: Querying Data and Executing Operations

This module provides the audience a variety of ways to query the Microsoft Dynamics CRM database including: QueryAttribute, QueryByExpression, LINQ, FetchXML, Filtered views and OData. Additionally, the module describes the Execute method and explains how to use the OrganizationRequest and OrganizationResponse messages within Microsoft Dynamics CRM. Finally, the module explains how the Organization Service web service can be used to interact with Microsoft Dynamics CRM metadata.

Topics:

  • 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

Module 4: Implementing Business Processes

This module explains how to develop custom workflow activities for use within Microsoft Dynamics CRM.  The functionality of Microsoft Dynamics CRM can be extended by writing custom workflow activities that run code when configured workflow or dialog rules are run.  In addition, the module describes how to debug custom workflow activity code as well as how to use declarative workflows for On-premise deployments.

Topics:

  • 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

Module 5: Plug-ins

This module provides the audience with an overview of Plug-ins.  Plug-ins are powerful mechanisms used to extend the functionality of events for any entity in Microsoft Dynamics CRM 2011.  The module reviews how plug-ins are used.  It provides an explanation of the event framework, and examines Plug-ins as they pertain to Isolation, Trusts and Statistics.  In addition the module illustrates how to develop Plug-ins, use impersonation and Entity Classes, and how to register, deploy and debug Plug-ins.  Finally the module provides an overview of how to integrate Windows Azure with Microsoft Dynamics CRM 2011.

Topics:

  • Objectives
  • Introduction
  • 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
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lesson Learned
  • Solutions

Module 6: Application Event Programming

This module explains how to use the built-in features of the Microsoft Dynamics CRM application.  It also shows how the Microsoft Dynamics CRM application behaves when forms are loaded or saved, field data changes, tabs change state, and when IFRAMES are loaded. In Microsoft Dynamics CRM, event handler code can be attached to five events.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

Module 7: Client Extensions

This module explains how to add custom buttons, menu items, and navigation areas so that custom solutions are included in Microsoft Dynamics CRM.  It also explains how to modify the Application Navigation area and goes into detail on the ways to customize both theSite Map and the Ribbon. 

Topics:

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

Module 8: Web Resources

This module explains how the addition of custom web content (for example HTML, Images, Silverlight, JavaScript) to CRM forms is a common method that is used to extend CRM functionality.  It describes a few examples of the use of client-side technology such as among others, adding custom validation, mashups with other applications and adding new applications (for example, Silverlight applications displaying Microsoft Dynamics CRM data).  The module also describes how web resources are used to enable the storage of shared blocks of code or resources so that they can then be reused across the Microsoft Dynamics CRM web application.

Topics:

  • 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

Day 5: Microsoft SharePoint Solutions for Dynamics CRM 2010

The last day you acquire a better understanding of SharePoint and its possibilities to integrate with Dynamics CRM. It highlights the extensibility features of both products to create bidirectional integrated solutions.

SharePoint fundamentals

  • A look at the SharePoint Foundation 2010/2013 architecture
  • Working with Sites, Lists and Libraries in SharePoint
  • Use the IFrame capabilities in Dynamics CRM 2011 to display SharePoint content

Introducing SharePoint Development

  • SharePoint Server Object Model
  • The SharePoint Client Side Object Model
  • SharePoint Web Services
  • Use Dynamics CRM 2011 Plug-Ins to interact with SharePoint 2010
  • Use Dynamics CRM 2011 Custom Workflow Activities to interact with SharePoint 2010
  • SharePoint Web Parts
  • Use the Dynamics CRM Web Services from within SharePoint

The SharePoint Business Connectivity Services

  • Introducing BCS
  • Creating External Content Types in SharePoint Designer/Visual Studio
  • External Lists, Integrating with Outlook
  • Displaying CRM content with BCS
  •  The Business Data Web Parts.

SharePoint 2010 Search.

  • Configuring SharePoint Search
  • Searching for Dynamics CRM content

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