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80295A: Extending Microsoft Dynamics CRM 2011



80295A: Extending Microsoft Dynamics CRM 2011 Course Description

This course offers detailed and interactive information on how to develop extensions for Microsoft Dynamics CRM 2011, 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 implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions and web resources. Finally, it includes a summary overview of the integration between Windows Azure and Microsoft Dynamics CRM 2011.

Intended Audience for the 80295A: Extending Microsoft Dynamics CRM 2011 Course

  • This course is a CRM development course intended primarily for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011. The audience must also be experienced in basic form customizations and workflows.

Training Packages & Career Tracks that include the 80295A: Extending Microsoft Dynamics CRM 2011 Course

80295A: Extending Microsoft Dynamics CRM 2011 Course Objectives

  • Describe how Microsoft Dynamics CRM 2011 is extended and the core extensibility features.
  • Use common methods to access system and custom entities, including the Security Model, 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 2011.
  • Understand the integration between Windows Azure with Microsoft Dynamics CRM 2011.
  • 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.
  • Add custom buttons, menu items and modifications to the navigation areas, including interaction with the Site Map and the Ribbon.
  • Add custom web content (for example HTML, Images, Silverlight, JavaScript) to CRM forms.
  • Use web resources to enable the storage of shared blocks of code or resources for reuse across the Microsoft Dynamics CRM web application.

80295A: Extending Microsoft Dynamics CRM 2011 Course Outline

    1. Extensibility Overview
      1. Objectives
      2. Introduction
      3. xRM Application Framework
      4. Extensibility Platform and Features
      5. Security Model
      6. Business Model
      7. Business Logic
      8. Business Entity Components
      9. Data Access Components and Platform
      10. Helpful Skills
      11. Resources
      12. Summary
      13. Test Your Knowledge
      14. Quick Interaction: Lessons Learned
      15. Solutions
    2. Common Platform Operations
      1. Objectives
      2. Introduction
      3. WCF Web Services
      4. Discovery Service
      5. Early versus Late-Binding
      6. Early-Bound Entity Class
      7. Late-Bound Entity Class
      8. Organization Service
      9. Authentication and Authorization
      10. Entity Information
      11. Working with Data Types
      12. Using the Create Method
      13. Using the Retrieve Method
      14. Using the Update Method
      15. Using the Delete Method
      16. Using the RetrieveMultipleMethod
      17. Handling WCF Faults
      18. Summary
      19. Test Your Knowledge
      20. Solutions
    3. Querying Data and Executing Operations
      1. Objectives
      2. Introduction
      3. Querying in Microsoft Dynamics CRM 2011
      4. Query Expression
      5. QueryByAttitude
      6. LINQ Queries
      7. FetchXML
      8. Filtered Views
      9. OData
      10. Execute Method
      11. Requests and Responses
      12. Using the MetadataService Web Service
      13. Summary
      14. Test Your Knowledge
      15. Quick Interaction: Lessons Learned
      16. Solutions
    4. Implementing Business Processes
      1. Objectives
      2. Introduction
      3. Overview of Workflow
      4. Overview of Dialogues
      5. Setting up Custom Workflow Activity Assemblies
      6. Demonstration: Configuring a Custom Workflow Activity
      7. Creating Custom Workflow Activities
      8. Debugging Custom Workflow Activities
      9. Creating and Modifying Windows Workflow Foundation (XAML Workflows)
      10. Demonstration: Modifying an Existing Workflow in Visual Studio 2010
      11. Summary
      12. Test Your Knowledge
      13. Quick Interaction: Lessons Learned
      14. Solutions
    5. Plug-ins
      1. Objectives
      2. Introduction
      3. Overview of Plug-ins
      4. Event Framework
      5. Plug-in Isolation, Trusts and Statistics
      6. Developing Plug-ins
      7. Impersonation in Plug-ins
      8. Entity Classes and Plug-ins
      9. Register and Deploy Plug-ins
      10. Debugging Plug-ins
      11. Windows Azure Integration with Microsoft Dynamics CRM 2011
      12. Summary
      13. Test Your Knowledge
      14. Quick Interaction: Lesson Learned
      15. Solutions
    6. Application Event Programming
      1. Objectives
      2. Introduction
      3. Using JScript Libraries
      4. Form and Field Events
      5. Xrm.Page
      6. Xrm.Page.context (Client-Side Context)
      7. Xrm.Pge.data entity
      8. Xrm.Page.ui
      9. Form Types
      10. Form Event Handler Execution Context
      11. Setting Event Dependencies
      12. Pass Parameters
      13. Using Best Practices in Writing Client-Side Code
      14. Debugging Client-Side Code
      15. Summary
      16. Test Your Knowledge
      17. Quick Interaction: Lessons Learned
      18. Solutions
    7. Client Extensions
      1. Objectives
      2. Introduction
      3. Customizing the Site Map
      4. Customizing the Ribbon
      5. URL Addressable Forms and Views
      6. Summary
      7. Test Your Knowledge
      8. Quick Interaction: Lessons Learned
      9. Solutions
    8. Web Resources
      1. Objectives
      2. Introduction
      3. Overview of Web Resources
      4. Web Resource Management
      5. Referencing Web Resources
      6. Silverlight Web Resource
      7. REST Endpoint, OData and JSON
      8. Using JQuery
      9. Test Your Knowledge
      10. Quick Interaction: Lessons Learned
      11. Solutions

    Benefits of taking the 80295A: Extending Microsoft Dynamics CRM 2011 course at NetCom

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      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.

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      Ginger M.
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      - Project Manager to various MS Dynamics Great Plains implementations.

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      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.

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      - 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.

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      Lynn D.
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      - 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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      May 21 2012
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      May 21 2012
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      May 21 2012
      The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts.

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      May 21 2012
      Stan is an excellent instructor. He made the course very informative and kept it interesting.

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      May 21 2012
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      May 07 2012
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      Mar 12 2012
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