Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007

Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007 Course Description

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

1. Module 1: Introduction and Overview
   1. 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.
   2. Lessons
   3. The Right Tool for the Job
   4. Common Integration Scenarios
   5. After completing this module, students will be able to:
   6. Understand basic positioning of SharePoint and Microsoft Dynamics CRM, and the kinds of business problems each is designed to solve.
   7. Identify the most common scenarios where SharePoint and Dynamics CRM can be used together.
2. Module 2: Extending Microsoft Dynamics CRM 4.0 with data from SharePoint
   1. 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.
   2. Lessons
   3. Microsoft Dynamics CRM 4.0 Customization Basics
   4. Extending Microsoft Dynamics CRM Using IFRAMEs with Static URLs
   5. Extending Microsoft Dynamics CRM Using IFRAMEs with Dynamic URLs
   6. Lab: Search for SharePoint for Information related to a Microsoft Dynamics CRM 4.0 Account Record.
   7. Customize the Account Entity Form
   8. Add a Tab
   9. Add an IFRAME
   10. Add code for the onload event
   11. After completing this module, students will be able to:
   12. Learn basic Microsoft Dynamics CRM 4.0 customization techniques required to build integrated applications.
   13. Learn how to use a static URL for a Microsoft Dynamics CRM 4.0 record to display associated content stored in SharePoint.
   14. 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.
3. Module 3: Consume Microsoft Dynamics CRM 4.0 Data from Windows SharePoint Services 3.0
   1. 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.
   2. Lessons
   3. Understanding and Working with SharePoint Web Parts and Pages
   4. Understanding and Using the List Web Part for Microsoft Dynamics CRM 4.0
   5. Understanding and Using SharePoint Designer Data Views to Expose Microsoft Dynamics CRM 4.0 Data
   6. Lab: Working with the Microsoft Dynamics CRM 4.0 List View Web Part
   7. Create the AccountContacts.aspx Web Part page
   8. Add the Initial Microsoft Dynamics CRM 4.0 Web Part to display Active Accounts
   9. Change the display of the Microsoft Dynamics CRM 4.0 Web Part with Active Accounts
   10. Add the Related Microsoft Dynamics CRM 4.0 Web Part to display Contacts
   11. After completing this module, students will be able to:
   12. Understand the Concept of WSS Web Part Pages and Web Parts.
   13. Be introduced to the SharePoint List View Web Parts for Microsoft Dynamics CRM 4.0.
   14. Understand and use SharePoint Designer to create Data Views that Access Dynamics CRM 4.0 Data.
4. Module 4: Building Data-Aware Applications Using Microsoft Office SharePoint Server 2007
   1. 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.
   2. Lessons
   3. Understanding and Using the Business Data Catalog with Microsoft Dynamics CRM 4.0.
   4. Understanding and Using Excel Services
   5. Building a MOSS 2007 Dashboard using Microsoft Dynamics CRM 4.0 Data
   6. After completing this module, students will be able to:
   7. Understand how to use the Business Data Catalog with data From Microsoft Dynamics CRM 4.0 Filtered Views.
   8. Understand how to configure, publish and view Excel spreadsheets using Excel Services.
   9. 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
5. Module 5: Advanced Integration Scenarios
   1. This chapter introduces several advanced integration scenarios for Microsoft Dynamics CRM 4.0 and Windows SharePoint Services integration.
   2. Lessons
   3. Building a Basic Web-to-Lead ASP.NET Page
   4. Lab: Building a Web-to-Lead Application
   5. Create the initial WebToLead.aspx page in SharePoint Designer.
   6. Allow for code blocks in your custom site page.
   7. Create the Microsoft Dynamics CRM 4.0 .NET dll
   8. Test the Page and receive a permission error.
   9. Check for the newly created Lead in Microsoft Dynamics CRM 4.0
   10. After completing this module, students will be able to:
   11. 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

• Why choose Microsoft Dynamics Training at NetCom Learning?
  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 Information Technology 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 Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
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• Award winning, world-class Instructors

  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. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. 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.

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• Actual Client Testimonials

  Nov 15 2011 The Instructor definitely Met the expectations. The Learning Experience was a good starting point. The accomodations were excellent and the Training will be a good starting point for future knowledge increase. -Riste. T Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Sep 29 2011 The instructor was very knowledgeable covered the material very well. The accommodations are above and beyond what I expected. The learning experience was great. Everything ran smoothly and I'm learning more than I hoped. This class has already had an impact on my career, potential employers were impressed that I was taking both courses on my own(I took vacation and paid myself) I received and accepted the job offer last Monday. -Benjerman R. Course(s) Taken Microsoft Dynamics AX 2009 - Development (I, II, III & IV) - Accelerated

  
  

  Sep 06 2011 Stan was great, knowledgeable and willing to answer any questions with depth and accuracy. -Christopher W. Course(s) Taken Microsoft Dynamics AX 2009 - Development (I, II, III & IV) - Accelerated

  
  

  Sep 06 2011 Instructor had a great level of experience for the class. Good labs. Didn't really know how I would do on 10 hour days, but it was a good pace and didn't prove to be a problem. -Stan W. Course(s) Taken Microsoft Dynamics AX 2009 - Development (I, II, III & IV) - Accelerated

  
  

  Aug 23 2011 Overall the training facilities and instructor were great. -Kris S. Course(s) Taken Microsoft Dynamics GP - Other

  
  

  Aug 16 2011 Learned a lot of very useful information. Enjoyed the class and discussion. -Sandra W. Course(s) Taken Microsoft Dynamics NAV - Other

  
  

  Aug 02 2011 Classroom environment was good. Remote users delayed class due to connection issue. Highly recommend instructor begin 45min earlier than class time to confirm connections. Disappointed by some content being dropped from the training such as workflows, some more advanced out of the box options. Instructor had some real world examples which assisted with learning. Some questions that I felt were important to new CRM users and customizes could have been more patiently addressed. Labs and books were very detailed about the content covered. Need morning snacks. Afternoon snacks should be expanded Lunch was excellent. -Deborah B. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Feb 04 2011 Very Informative. -Jackie H. Course(s) Taken Microsoft Dynamics GP 10.0 - Financials

  
  
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