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MOC 8969 - Extending Microsoft Dynamics CRM 4.0

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Course duration

  • 3 Days

Course Outline

This Dynamics CRM class provides students with the knowledge and skills to develop extensions for Microsoft Dynamics CRM.

  • Learn to create applications that use the Microsoft Dynamics CRM Web Services to perform actions on the Microsoft Dynamics CRM platform.
  • Learn to create, configure and debug Custom Workflow Activities.
  • Learn to create, configure and debug .NET assemblies to use in Plug-ins.
  • Learn to create and debug client-side code for Microsoft Dynamic CRM form events.
  • Learn to 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.
  • Learn to recognize licensing and security issues related to building extensions to Microsoft Dynamics CRM that connect to the Internet.
  • Customization and Configuration in 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.
  1. Extensibility Overview
    1. Microsoft Dynamics CRM Design Focus
    2. Extensibility Features
    3. Required Skills
    4. Resources
  2. Microsoft Dynamics CRM Architecture
    1. Extensibility Points
    2. Microsoft Office Outlook Clients
    3. Layers
    4. Application Layer
    5. Platform Layer
    6. Database Layer
  3. Common Platform Operations
    1. CrmDiscoveryService
    2. CrmService
    3. crmAuthentication Token
    4. Entity Information
    5. Microsoft Dynamics CRM Data Types
    6. Using Type Helpers
    7. Using the Create Method
    8. Using the Retrieve Method
    9. Using the Update Method
    10. Using the Delete Method
    11. Using the RetrieveMultiple Method
    12. Handling SOAP Exceptions
    13. Lab: Importing Leads
    14. Lab: Contact Management Application
    15. Create a .NET Web application that allows users to view, update and delete Microsoft Dynamics CRM contact records.
  4. Advanced Platform Operations
    1. Querying Data
    2. QueryExpression
    3. QueryByAttribute
    4. Saving Queries
    5. Filtered Views
    6. Execute Method
    7. Requests and Responses
    8. Dynamic Entities
    9. Using the Metadata Web Service
    10. Caching Metadata
    11. Lab: Using Query Expressions
    12. Lab: Using Filtered Views
    13. Create a .NET console application to query the Microsoft Dynamics CRM platform using Filtered Views.
    14. Lab: Using Request and Response
  5. Custom Workflow Activities
    1. Configuring Custom Workflow Activities
    2. Workflow Architecture
    3. Setting Up Custom Workflow Activity Assemblies
    4. Creating Custom Workflow Activities
    5. Debugging Custom Workflow Activities
    6. Lab: Creating a Custom Workflow Activity
  6. Plug-ins
    1. Plug-in Model
    2. Plug-ins Overview
    3. Event Framework
    4. Developing Plug-ins
    5. Impersonation in Plug-ins
    6. Dynamics Entities and Plug-ins
    7. Deploying Plug-ins
    8. Debugging Plug-ins
    9. Lab: Creating a Plug-in
  7. Application Event Programming
    1. Form and Field Events
    2. Overview of Form and Field Events
    3. Accessing Microsoft Dynamics CRM Data Fields
    4. Setting Event Dependencies
    5. Using Best Practices in Writing Client-side code
    6. Debugging Client-side code
    7. Using DHTML
    8. Developing Code with External Files
    9. Requesting External Data
    10. Accessing Microsoft Dynamics CRM Web Services
    11. Lab: Creating Heirarchical Picklists
    12. Lab: Using XML Request
    13. Use the onChange Event of the postal code field to auto-populate the state and city codes based on the value of the postal code.
    14. Pass the postal code to a Web page using a query string.
    15. Return the XML to update the state and city fields.
    16. Use error handling code.
  8. Application Integration
    1. Overview - Customizing the User Interface
    2. Customizing SiteMap
    3. Using ISV.Config
    4. Customizations and the Outlook Client
    5. Using IFrames in Entity Forms
    6. Using the Microsoft Dynamics CRM Design Guide
    7. URL Addressable Forms
    8. IFrames Considerations
    9. Retrieving Data using Parameters
    10. Dynamic IFrame
    11. URL Addressable Forms and Views
    12. Lab: Creating Menus and Buttons
    13. Lab: Creating a Task with Default Data
    14. Add a button on the Case form.
    15. Use this button to open a new Task form with a specific set of default data.
    16. Retrieve some of the data from the Case.
  9. Building ASP .NET Extensions
    1. Web.config settings within Microsoft Dynamics CRM
    2. Authentication within Custom ASP .Net applications
    3. Deploying Custom ASP .Net Applications
    4. Lab: Creating and Deploying an ASP .NET Application
    5. Build and Deploy a Custom ASP .Net application within the Microsoft Dynamics CRM Web site.

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