Extending Microsoft Dynamics CRM 4.0

3 Day Course
Hands On
Official Microsoft Curriculum
Code M8969

This course has been retired. Please view currently available Microsoft Dynamics Training Courses.


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Extensibility Overview (4 topics)

  • Microsoft Dynamics CRM Design Focus
  • Extensibility Features
  • Required Skills
  • Resources

Microsoft Dynamics CRM Architecture (6 topics)

  • Extensibility Points
  • Microsoft Office Outlook Clients
  • Layers
  • Application Layer
  • Platform Layer
  • Database Layer

Common Platform Operations (14 topics)

  • CrmDiscoveryService
  • CrmService
  • crmAuthentication Token
  • Entity Information
  • Microsoft Dynamics CRM Data Types
  • Using Type Helpers
  • Using the Create Method
  • Using the Retrieve Method
  • Using the Update Method
  • Using the Delete Method
  • Using the RetrieveMultiple Method
  • Handling SOAP Exceptions
  • Lab: Importing Leads
  • Lab: Contact Management Application

Advanced Platform Operationss (13 topics)

  • Querying Data
  • QueryExpression
  • QueryByAttribute
  • Saving Queries
  • Filtered Views
  • Execute Method
  • Requests and Responses
  • Dynamic Entities
  • Using the Metadata Web Service
  • Caching Metadata
  • Lab: Using Query Expressions
  • Lab: Using Filtered Views
  • Lab: Using Request and Response

Custom Workflow Activities (6 topics)

  • Configuring Custom Workflow Activities
  • Workflow Architecture
  • Setting Up Custom Workflow Activity Assemblies
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities
  • Lab: Creating a Custom Workflow Activity

Plug-ins (9 topics)

  • Plug-in Model
  • Plug-ins Overview
  • Event Framework
  • Developing Plug-ins
  • Impersonation in Plug-ins
  • Dynamics Entities and Plug-ins
  • Deploying Plug-ins
  • Debugging Plug-ins
  • Lab: Creating a Plug-in

Application Event Programming (11 topics)

  • Form and Field Events
  • Overview of Form and Field Events
  • Accessing Microsoft Dynamics CRM Data Fields
  • Setting Event Dependencies
  • Using Best Practices in Writing Client-side code
  • Debugging Client-side code
  • Using DHTML
  • Developing Code with External Files
  • Requesting External Data
  • Accessing Microsoft Dynamics CRM Web Services
  • Lab: Creating Hierarchical Pick lists

Application Engineering (13 topics)

  • Overview - Customizing the User Interface
  • Customizing SiteMap
  • Using ISV.Config
  • Customizations and the Outlook Client
  • Using IFrames in Entity Forms
  • Using the Microsoft Dynamics CRM Design Guide
  • URL Addressable Forms
  • IFrames Considerations
  • Retrieving Data using Parameters
  • Dynamic IFrame
  • URL Addressable Forms and Views
  • Lab: Creating Menus and Buttons
  • Lab: Creating a Task with Default Data

Building ASP .Net Extensions (4 topics)

  • Web.config settings within Microsoft Dynamics CRM
  • Authentication within Custom ASP .NET applications
  • Deploying Custom ASP .NET Applications
  • Lab: Creating and Deploying an ASP .NET Application


Before attending this course, students must have the following pre-requisites:

  • Completed Course 8912: Customization and Configuration in Microsoft Dynamics CRM, or have equivalent knowledge of the customization capabilities of Microsoft Dynamics CRM.
  • At least three months experience creating .NET applications using Microsoft Visual Studio.
  • A good understanding of Web development technologies including programming with DHTML.

Course PDF