Extending Microsoft Dynamics CRM 4.0

3 Day Course
Hands On
Official Microsoft Curriculum
Code M8969

Book Now - 1 Delivery Method Available:

Scheduled Online Onsite


This course provides students with the knowledge and skills to develop extensions for Microsoft Dynamics CRM. The course focuses on extension methods documented in the Microsoft Dynamics CRM SDK. It is intended for .NET developers who work with Microsoft Dynamics CRM and understand the built-in customization capabilities of the application.


After completing the course, students will be able to: Create applications that use the Microsoft Dynamics CRM Web Services to perform actions on the Microsoft Dynamics CRM platform; create, configure and debug Custom Workflow Activities; create, configure and debug .NET assemblies to use in Plug-ins; create and debug client-side code for Microsoft Dynamic CRM form events; integrate other applications with Microsoft Dynamics CRM through the use of URL addressable forms, IFrames, and custom buttons, menus, and navigation areas added to Microsoft Dynamics CRM; recognize licensing and security issues related to building extensions to Microsoft Dynamics CRM that connect to the Internet.

This course has been updated to a B version and therefore the outline may differ from the previous version.

Training Partners

We work with the following best of breed training partners using our bulk buying power to bring you a wider range of dates, locations and prices.


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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.

Additional Learning

The courses below may help you meet the knowledge level required to take this course. If you are unsure please ask a training advisor .

or call:408-759-5074

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