Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007 Course Description
This one-day instructor-led training course is intended to teach students the basic skills required to create integrated applications that utilize data and features from both Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007.
Intended Audience for the Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007 Course
Business analysts and solution designers.
Power-users and customizers.
.NET developers who need an introduction to Dynamics CRM and SharePoint integration techniques
Microsoft Certified Trainers
Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007 Course Objectives
Learn to compare and contrast the two products, clarifying which business problems each is best suited to solve.
Learn about common integration scenarios, and to design, plan and build solutions that integrate the two products.
Be able to build customized Microsoft Dynamics CRM 4.0 applications that expose data and content stored within SharePoint sites, lists and libraries.
Learn how to build SharePoint applications that provide reporting solutions based on Microsoft Dynamics CRM 4.0 data, utilizing core Windows SharePoint Services 3.0 functionality.
Learn to build data-aware applications utilizing features of Microsoft Office SharePoint Server 2007, integrating data from Microsoft Dynamics CRM 4.0.
Gain an introduction to fundamental .NET programming techniques required to extend integrated Microsoft Dynamics CRM 4.0 and SharePoint applications.
Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007 Course Benefits
Understand basic positioning of SharePoint and Microsoft Dynamics CRM, and the kinds of business problems each is designed to solve.
Identify the most common scenarios where SharePoint and Dynamics CRM can be used together.
Learn basic Microsoft Dynamics CRM customization techniques required to build integrated applications.
Learn how to use a static URL for a Microsoft Dynamics CRM record to display associated content stored in SharePoint.
Learn how to construct a URL dynamically, based on information contained in a Dynamics CRM record, and display associated content stored in SharePoint.
Understand and Work with SharePoint Web Parts and Pages.
Understand and Use the List Web Part for Microsoft Dynamics CRM 4.0.
Understand and Use SharePoint Designer Data Views to Expose Microsoft Dynamics CRM 4.0 Data.
Understand how to use the Business Data Catalog with data From Microsoft Dynamics CRM 4.0 Filtered Views.
Understand how to configure, publish, and view Excel spreadsheets using Excel Services.
Overview the Web Parts available for the Business Data Catalog and Excel Services to allow views of Microsoft Dynamics CRM 4.0 data to be accessible on a SharePoint dashboard.
Understand the basics of calling the Dynamics CRM 4.0 Web Services from a SharePoint ASP.NET page.
Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007 Course Outline
Module 1: Introduction and Overview
This chapter teaches you which scenarios are best suited for each platform, what the comparative strengths of each are in different application scenarios, and how to build applications that integrate features from SharePoint and Microsoft Dynamics.
Lessons
The Right Tool for the Job
Common Integration Scenarios
After completing this module, students will be able to:
Understand basic positioning of SharePoint and Microsoft Dynamics CRM, and the kinds of business problems each is designed to solve.
Identify the most common scenarios where SharePoint and Dynamics CRM can be used together.
Module 2: Extending Microsoft Dynamics CRM 4.0 with data from SharePoint
This chapter teaches basic Microsoft Dynamics CRM 4.0 customization concepts and skills, and focuses on extending the highly structured data characteristic of Microsoft Dynamics CRM with related but less structured data often stored in SharePoint.
Lessons
Microsoft Dynamics CRM 4.0 Customization Basics
Extending Microsoft Dynamics CRM Using IFRAMEs with Static URLs
Extending Microsoft Dynamics CRM Using IFRAMEs with Dynamic URLs
Lab: Search for SharePoint for Information related to a Microsoft Dynamics CRM 4.0 Account Record.
Customize the Account Entity Form
Add a Tab
Add an IFRAME
Add code for the onload event
After completing this module, students will be able to:
Learn basic Microsoft Dynamics CRM 4.0 customization techniques required to build integrated applications.
Learn how to use a static URL for a Microsoft Dynamics CRM 4.0 record to display associated content stored in SharePoint.
Learn how to construct a URL dynamically, based on information contained in a Microsoft Dynamics CRM 4.0 record, and display associated content stored in SharePoint.
Module 3: Consume Microsoft Dynamics CRM 4.0 Data from Windows SharePoint Services 3.0
This chapter introduces Windows SharePoint Services 3.0 (WSS) customization features, such as pages and web parts, which can be used to expose Microsoft Dynamics CRM 4.0 data in WSS.
Lessons
Understanding and Working with SharePoint Web Parts and Pages
Understanding and Using the List Web Part for Microsoft Dynamics CRM 4.0
Understanding and Using SharePoint Designer Data Views to Expose Microsoft Dynamics CRM 4.0 Data
Lab: Working with the Microsoft Dynamics CRM 4.0 List View Web Part
Create the AccountContacts.aspx Web Part page
Add the Initial Microsoft Dynamics CRM 4.0 Web Part to display Active Accounts
Change the display of the Microsoft Dynamics CRM 4.0 Web Part with Active Accounts
Add the Related Microsoft Dynamics CRM 4.0 Web Part to display Contacts
After completing this module, students will be able to:
Understand the Concept of WSS Web Part Pages and Web Parts.
Be introduced to the SharePoint List View Web Parts for Microsoft Dynamics CRM 4.0.
Understand and use SharePoint Designer to create Data Views that Access Dynamics CRM 4.0 Data.
Module 4: Building Data-Aware Applications Using Microsoft Office SharePoint Server 2007
This chapter explains Microsoft Office SharePoint Server 2007 features that can integrate with Microsoft Dynamics CRM 4.0, focusing on the Business Data Catalog and Excel Services.
Lessons
Understanding and Using the Business Data Catalog with Microsoft Dynamics CRM 4.0.
Understanding and Using Excel Services
Building a MOSS 2007 Dashboard using Microsoft Dynamics CRM 4.0 Data
After completing this module, students will be able to:
Understand how to use the Business Data Catalog with data From Microsoft Dynamics CRM 4.0 Filtered Views.
Understand how to configure, publish and view Excel spreadsheets using Excel Services.
Overview the Web Parts available for the Business Data Catalog and Excel Services to allow views of Microsoft Dynamics CRM 4.0 data to be accessible on a SharePoint dashboard
Module 5: Advanced Integration Scenarios
This chapter introduces several advanced integration scenarios for Microsoft Dynamics CRM 4.0 and Windows SharePoint Services integration.
Lessons
Building a Basic Web-to-Lead ASP.NET Page
Lab: Building a Web-to-Lead Application
Create the initial WebToLead.aspx page in SharePoint Designer.
Allow for code blocks in your custom site page.
Create the Microsoft Dynamics CRM 4.0 .NET dll
Test the Page and receive a permission error.
Check for the newly created Lead in Microsoft Dynamics CRM 4.0
After completing this module, students will be able to:
Understand the basics of calling the Dynamics CRM 4.0 Web Services from a SharePoint ASP.NET page
Benefits of taking the Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007 course at NetCom
As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.
In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!
See the training value proposition below:
Why Microsoft Dynamics Training at NetCom?
NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!!
Microsoft Certified Partner for Learning Solutions Value Proposition:
Microsoft Certified Partner for Learning Solutions
Non-authorized Training Center
Only MCT (Microsoft Certified Trainers) are authorized to teach the class
Non MCT can teach the course
Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training
Do not have access to official courseware
Partners adhere to stringent Microsoft designated lab requirements
Computer and lab equipment may not be up to requirements of course
Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses
NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation.
David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations.
Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Ignacio J.
- Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning.
Bio:
Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV.
Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.
Bio:
Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.
Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases.
With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
All the people at NetCom Learning were very nice and have a full understanding of their material. The pace that we were taken through the material was not rushed. I really liked that!
It was very informative and interesting. I had a great experience. The instructor was knowledgeable and the people in the office were very helpful and accommodating.
The instructor was the first AX consultant that I have worked with in the past 3 years that actually understood and could teach the Master Planning module. Very impressed with Kevin''s knowledge.
The class was very informative and helpful and it was very easy to register for the class. I liked that the teacher was able to use examples that were specific to our industry and answer very specific questions and problems that we had.
NetCom’s classroom training ensures that you have state-of-the-art tools, techniques and practices you need to succeed on the job. Our instructors are active practitioners and true masters in their fields. With convenient classes at multiple learning centers across the US, you never have to go far to get ahead.
NetCom’s premium Live Online Training (we call it LOT) is the ultimate in convenience and cost-effectiveness. LOT combines interactive video instruction via the latest web conference technology, and post-class access to learning labs for a best-in-class learning experience. Learn more about LOT
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NetCom’s private 1-on-1 training focuses on the highest quality training possible. You get individualized, full attention from the instructor and you decide where and when courses are held. The training is custom tailored to reflect your industry, corporate culture, goals and schedule. You pick the course content, length of training and instructional technique. Learn more about Private 1-on-1 Training
NetCom’s classroom training ensures that you have state-of-the-art tools, techniques and practices you need to succeed on the job. Our instructors are active practitioners and true masters in their fields. With convenient classes at multiple learning centers across the US, you never have to go far to get ahead.
NetCom’s premium Live Online Training (we call it LOT) is the ultimate in convenience and cost-effectiveness. LOT combines interactive video instruction via the latest web conference technology, and post-class access to learning labs for a best-in-class learning experience.
NetCom’s intensive boot camps are designed to advance your skills in the shortest possible amount of time and get you certified. Boot camps go at a faster pace and often run for longer days, so you must have some level of subject matter experience before enrolling. Boot camps have mandatory assessment tests to ensure no one will slow down the class for other students. 
With NetCom’s private training programs, you decide where and when courses are held. Tailor the training to reflect your industry, corporate culture, goals and schedule. You pick the course content, length of training and instructional technique. Save money by doing bulk customized training.
NetCom’s private 1-on-1 training focuses on the highest quality training possible. You get individualized, full attention from the instructor and you decide where and when courses are held. The training is custom tailored to reflect your industry, corporate culture, goals and schedule. You pick the course content, length of training and instructional technique.
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