Completed Course 8912A 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.

Student CD contains Visual Studio projects used in the course.

Microsoft Dynamics CRM Design Focus

Extensibility Features

Required Skills

Resources

Understand how Microsoft Dynamic CRM is designed to be extended.

Recognize the main extensibility features.

Recognize the skills they will need to use the extensibility features.

Recognize resources that will help them learn more.

Extensibility Points

Microsoft Office Outlook Clients

Layers

Application Layer

Platform Layer

Database Layer

Open the Metadata Browser.

Import the Opportunity Details Custom Entity.

Note how Opportunity Details is related to Opportunities.

Recognize where the available extension features exist within Microsoft Dynamics CRM.

Understand how the Microsoft Dynamics CRM Clients for Microsoft Office Outlook interact with Microsoft Dynamics CRM.

Understand the basic components of Microsoft Dynamics CRM and the functions they perform.

Understand how Microsoft Dynamics CRM enforces security.

Understand how Microsoft Dynamics CRM applies business logic.

Understand how Microsoft Dynamics CRM uses meta-data.

Understand how Microsoft Dynamics CRM exposes Web Service APIs.

Understand the functions of the Microsoft Dynamics CRM Platform.

Understand how Microsoft Dynamics CRM interacts with the SQL Server data store.

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

Create a .NET console application that uses the Create Method to import Leads from a .csv file.

Create a .NET Web application that allows users to view, update and delete Microsoft Dynamics CRM contact records.

Use the common CrmService methods for all Microsoft entities.

Use Microsoft Dynamics CRM data types and use the type helper provided in the Microsoft Dynamic CRM SDK.

Handle SOAP Exceptions generated by the CrmService.

Querying Data

QueryExpression

QueryByAttribute

Saving Queries

Filtered Views

Execute Method

Requests and Responses

Dynamic Entities

Using the Metadata Web Service

Caching Metadata

Create a .NET console application to query the Microsoft Dynamics CRM platform using QueryExpression.

Create a .NET console application to query the Microsoft Dynamics CRM platform using Filtered Views.

Create a .NET console application that uses the Execute Method to reassign accounts evenly amongst users.

Query Microsoft Dynamics CRM using QueryExpression, QueryByAttribute and Filtered Views.

Use the CrmService.Execute method.

Use DynamicEntity.

Access, use and cache Metadata.

Configuring Custom Workflow Activities

Workflow Architecture

Setting Up Custom Workflow Activity Assemblies

Creating Custom Workflow Activities

Debugging Custom Workflow Activities

Create a simple workflow rule that uses a Custom Workflow Activity.

Create a simple Custom Workflow Activity and register it using the Plug-in Registration Tool so that the activity can be used in a workflow rule.

Write Custom Workflow Activities.

Create Workflow rules that use Custom Workflow Activities.

Use the Plug-in Registration Tool.

Understand Workflow Architecture.

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

Create a pre-event plug-in and use the Plug-in Registration tool to register it against the event.

Decide when to use Plug-ins.

Review the Event Framework.

Develop, de-bug and deploy Plug-ins.

Use Dynamic Entities within Plug-ins.

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

Implement a hierarchical picklist on the phone call entity.

Values in the Call Description picklist will be dependent on the option chosen for the Call Type picklist.

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.

Pass the postal code to a Web page using a query string.

Return the XML to update the state and city fields.

Use error handling code.

Use Form and Field events.

Reference Microsoft Dynamics CRM form values.

Write and debug client-side code in Microsoft Dynamics CRM.

Request External Data from form and field events.

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

Display the Metadata Browser in a custom area on the Navigation Bar in Microsoft Dynamics CRM.

Add a custom button on the Contact form.

The custom button will open a Web site used to set user’s passwords.

Add a button on the Case form.

Use this button to open a new Task form with a specific set of default data.

Retrieve some of the data from the Case.

Add custom buttons, menus, and navigation items to the Microsoft Dynamics CRM user interface.

Use IFrames to integrate other applications into Microsoft Dynamics CRM.

Perform actions on selected records in a Microsoft Dynamics CRM view.

Set default data in form fields.

Create applications with the same appearance and behaviors as Microsoft Dynamics CRM.

Web.config settings within Microsoft Dynamics CRM

Authentication within Custom ASP .Net applications

Deploying Custom ASP .Net Applications

Build and Deploy a Custom ASP .Net application within the Microsoft Dynamics CRM Web site.

Build and Deploy ASP .Net Applications on the Microsoft Dynamics CRM Web site.

Modify the web.config file.

Understand the authentication and impersonation mechanism within the application.