Microsoft Dynamics CRM & Dynamics 365 Fast Track for Developers

5 Day Course
Hands On
Code QACRMDEV

Book Now - 3 Delivery Methods Available:

Classroom Virtual Classroom Private Group - Virtual Self-Paced Online

Overview

This course offers detailed and interactive information on how to develop extensions for Microsoft Dynamics CRM, 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 including WorkFlows, Actions, CustomWorkFlow Activities, and Business Process Flows. The course also describes how to use and debug Plug-ins, integration of CRM with Azure ServiceBus, application event programming, client extensions and web resources.

Objectives

Delegates will learn how to:

  • At the end of this course you will be able to:
  • Describe how Microsoft Dynamics CRM is extended and the core extensibility features.
  • Use common methods to access system and custom entities, including business logic, xRM Framework and exceptions.
  • Execute queries in the Microsoft Dynamics CRM database, including QueryAttribute, QueryByExpression, LINQ, FetchXM,filtered views and OData.
  • Explain how the Organization Service web service interacts with Microsoft Dynamics CRM metadata.
  • Develop custom workflow activities for use within Microsoft Dynamics CRM that run code when configured workflow or dialog rules are created.
  • Debug custom workflow activity code and use declarative workflows for On-premise deployments.
  • Use Plug-ins to extend the functionality of events for any entity in Microsoft Dynamics CRM.
  • Understand the integration between Windows Azure with Microsoft Dynamics CRM.
  • Use the built-in features of the Microsoft Dynamics CRM application and understand how the Dynamics CRM application
  • behaves when forms are loaded or saved, field data changed, tabs change state, and when IFRAMES are uploaded.
  • Use the new Xrm.Utitlity library to open forms and dialogs, and the Xrm.Page.UI library to use notificatioins
  • Add custom buttons, menu items and modifications to the navigation areas, including interaction with the Site Map and the Command Bars.
  • Add custom web content (for example HTML, Images, JavaScript) to CRM forms.
  • Call the OrganizationService and the Data Service from clientside scripts
  • Use web resources to enable the storage of shared blocks of code or resources for reuse across the Microsoft Dynamics CRM web application.

Target 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. The audience must also be experienced in basic form customizations and workflows.

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.

Modules

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An Extensible Framework (6 topics)

  • Introduce the use of Jscript and HTML web resources to enhance CRM Forms
  • Introduce sitemap and command bar to enhance navigation
  • Describe Processes (Workflows, Dialogs, Actions, Business Process Flows)
  • Introduce Custom Workflow Activities
  • Describe Plugins and their pros and cons over processes
  • Introduce the ability to access the data platform via WCF Web Service calls

Accessing CRM Data - part 1 (8 topics)

  • CRM WCF Web Services
  • Accessing Organizations with the Discovery Service
  • Organization Service
  • CRUD operations with the Organization Service
  • CrmSvcUtil.exe to create early bound classes and enumerations
  • Compare the use of Early and late-bound classes
  • CRM data types
  • Compare CRUD operation techniques (QueryExpression, QueryByAttribute, LINQ, FetchXML, FilteredViews, OData)

Accessing CRM Data - part 2 (4 topics)

  • Execute method of the Organization Service
  • Common Request and Response classes
  • MetadataRequest to return optionset values
  • Using Metadata Requests to Create Entities and Attributes

Processes (9 topics)

  • Identify the types of Processes (WorkFlow, Action, Dialog, Business Process Flow)
  • Compare the scope, flexibility and maintenance of the different types
  • Understand core Process designer features.
  • Examine the steps involved in developing and deploying custom workflow activities.
  • Create custom workflow activities.
  • Debug custom workflow activities.
  • Understand declarative workflows and their limitations.
  • Create an Action and invoke it through code
  • Create a Business Process Flow and modify the process in code

Plugins (7 topics)

  • Identify how plug-ins can be used to extend Microsoft Dynamics CRM.
  • Review the CRM Request Pipeline and the different event stages.
  • Develop plug-ins.
  • Use impersonation in plug-ins.
  • Register and deploy plug-ins.
  • Debug plug-ins.
  • Create plugins with Developer Toolkit template, investigate preImage and secure settings

Integrate CRM with Azure Services (3 topics)

  • Defining an Azure NameSpace to create a ServiceBus and Queue
  • Defining a service endpoint from CRM to propagate changes from specified entities to the Azure ServiceBus
  • Define a listener to receive messages from the Azure ServiceBus.

Web resources and Client side Development - part 1 (6 topics)

  • Describe different Web Resource types
  • Examine the Form and Control events
  • Invoking Jscript libraries from Form events
  • Best practices for writing Jscript libraries
  • Using the Xrm.Page API
  • Debug client side scripts

Web resources and Client side Development - part 2 (6 topics)

  • Naming and referencing web resources
  • Introduce the XMLHttpRequest to access server side resources
  • Define REST operations and call OData service from JScript
  • Examine and understand the use of ATOM and JSON.
  • Understand and demonstrate how JQuery can be utilized to simplify Jscript operations
  • Understand how SOAP operations can be sent via XMLHttpRequest to call the OrganizationService Execute method

Controlling Navigation (5 topics)

  • Edit the sitemap manually - through exporting a solution
  • Edit the sitemap with a specialised tool
  • Edit the command bar with a ribbon editor
  • Display and Enable Rules for Commands
  • Passing Parameters to CRM Forms and Web Resources

Prerequisites

  • Experience in basic form customizations and workflows
  • Comfortable with the following technologies: .NET-connected applications to Visual Studio, JScript, HTML
  • Basic understanding of XML, Transact_SQL, Microsoft Dynamics CRM customizations and web services, Silverlight,
  • Windows Workflow Foundation, AJAX and Windows AZURE Platform

Please note: Before attending this class delegates must have a Microsoft account (signing up one is free). The instructions on how to set up a Microsoft account can be found here.

Scheduled Dates

Please select from the dates below to make an enquiry or booking.

Pricing

Different pricing structures are available including special offers. These include early bird, late availability, multi-place, corporate volume and self-funding rates. Please arrange a discussion with a training advisor to discover your most cost effective option.

Code Location Duration Price May Jun Jul Aug Sep Oct
QACRMDEV
Virtual Classroom (Attend From Anywhere)
5 Days $4,045
QACRMDEV 5 Days $4,045
QACRMDEV
Manchester (Oxford St)
5 Days $4,045

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