Extending Microsoft Dynamics CRM 2015/2016

This course offers detailed and interactive information on how to develop extensions for Microsoft Dynamics CRM 2015 / 2013, 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 implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions and web resources. Finally, it includes a summary overview of the integration between Windows Azure and Microsoft Dynamics CRM 2015 / 2013.

Course Outline

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


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


Querying Data and Executing Operations

  • Objectives

  • Introduction

  • Querying in Microsoft Dynamics CRM

  • 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


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


Plug-ins

  • 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

  • Summary

  • Test Your Knowledge

  • Quick Interaction: Lesson Learned

  • Solutions


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

  • Summary

  • Test Your Knowledge

  • Quick Interaction: Lessons Learned

  • Solutions


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


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


Labs

  • Lab: Creating Leads

  • Lab: Account Management Application

  • Lab: Using QueryExpression

  • Lab: Using LINQ to Perform, Create, Read, Update and Delete Operations

  • Lab: Using Fetch XML

  • Lab: Using FetchXML

  • Lab: Using Request and Response

  • Lab: Creating a Custom Workflow Activity

  • Lab: Creating a Plug-in

  • Lab: Telephone Number Formatting

  • Lab: Control Tab Visibility

  • Lab: Modifying the Site Map

  • Lab: Customize the Ribbon

  • Lab: Silverlight and Opportunity Slider

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 2015 / 2013 / 2011. The audience must also be experienced in basic form customizations and workflows.