M80295: Extending Microsoft Dynamics CRM 2011

3 Day Course
Hands On
Official Microsoft Curriculum
Code M80295

Book Now - 1 Delivery Method Available:

Scheduled Online Onsite


This course teaches students how to develop extensions for Microsoft Dynamics CRM 2011. It is intended for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011.


After completing the course, students will be able to describe how Microsoft Dynamics CRM 2011 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 2011; understand the integration between Windows Azure with Microsoft Dynamics CRM 2011; 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.

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Extensibility Overview (6 topics)

  • xRM Application Framework
  • Extensibility Platform and Features
  • Security Model
  • Business Logic
  • Business Entity Components
  • Data Access Components and Platform

Common Platform Operations (16 topics)

  • 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 Method
  • Using the Update Method
  • Using the Delete Method
  • Using the RetrieveMultiple Method
  • Handling WCF Faults
  • Lab: Creating Leads
  • Lab: Account Management Application

Querying Data and Executing Operations (14 topics)

  • Querying in Microsoft Dynamics CRM 2011
  • Query Expression
  • QueryByAttribute
  • LINQ Queries
  • FetchXML
  • Filtered Views
  • OData
  • Execute Method
  • Requests and Responses
  • Using the MetadataService Web Service
  • Lab: Using QueryExpression
  • Lab: Using LINQ to Perform Create, Read, Update and Delete Operations
  • Lab: Using Filtered Views
  • Lab: Using Request and Response

Implementing Business Processes (7 topics)

  • 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

Plug-ins (10 topics)

  • 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
  • Lab: Creating a Plug-in

Application Event Programming (13 topics)

  • 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: Telephone Number Formatting
  • Lab: Control Tab Visibility

Client Extensions (5 topics)

  • Customising the Site Map
  • Customising the Ribbon
  • URL Addressable Forms and Views
  • Lab: Modifying the Site Map
  • Lab: Customise the Ribbon

Web Resources (8 topics)

  • Overview of Web Resources
  • Web Resource Management
  • Referencing Web Resources
  • Silverlight Web Resource
  • REST Endpoint, OData, and JSON
  • Using JQuery
  • Lab: Silverlight and Opportunity Slider
  • Lab: Using JQuery with a Web Resource


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

  • 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.

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