8531: Extending Microsoft CRM 3.0

8531: Extending Microsoft CRM 3.0 Course Description

Intended Audience for the 8531: Extending Microsoft CRM 3.0 Course

• This course is intended for .NET developers who work with Microsoft CRM and understand the built-in customization capabilities of the application. Developers attending this course should also understand web development technologies including client-side programming using DHTML. This course is intended for developers creating extensions for a single Microsoft CRM implementation - it does not contain guidance for ISVs creating packaged Microsoft CRM 3.0 add-on products for re-sale
• Before attending this course, students must have completed Course 8525A, Microsoft CRM 3.0 Customization, or have equivalent knowledge of the customization capabilities of Microsoft CRM 3.0, least three months experience creating .NET applications using Microsoft Visual Studio and a good understanding of Web development technologies including programming with DHTML.

8531: Extending Microsoft CRM 3.0 Course Objectives

• Create applications that use the Microsoft CRM 3.0 Web Services to perform actions on the Microsoft CRM platform.
• Create, configure and debug .NET assemblies to use in workflow.
• Create, configure and debug .NET assemblies to use in business logic extensions (Callouts).
• Create and debug client-side code for Microsoft CRM form events.
• Integrate other applications with Microsoft CRM 3.0 through the use of URL addressable forms, IFrames, and custom buttons, menus, and navigation areas added to Microsoft CRM.
• Recognize licensing and security issues related to building extensions to Microsoft CRM that connect to the Internet.

Required Prerequisites for the 8531: Extending Microsoft CRM 3.0 course

• 8525: Microsoft CRM 3.0 Customization

The 8531: Extending Microsoft CRM 3.0 Course prepare students for the following Exams

• MB2-228 : Microsoft CRM Extending Microsoft CRM with .NET Exam

8531: Extending Microsoft CRM 3.0 Course Outline

1. Extensibility Overview
   1. Microsoft CRM Design Focus
   2. Extensibility Features
   3. Required Skills
   4. Resources
2. Microsoft CRM Architecture
   1. Architecture Overview
   2. Extensibility Points
   3. Outlook Clients
   4. Layers
   5. Application Layer
   6. Application Layer Security
   7. Data Validation
   8. Business Logic
   9. Meta-data driven UI
   10. Platform Layer
   11. Web Services
   12. Entity Definitions
   13. Platform Security
   14. Platform Business Logic
   15. Data Access Components
   16. Database Layer
   17. Databases
3. Common Platform Operations
   1. CrmService
   2. Setting Up the CRM Services
   3. Common Methods
   4. About Entities
   5. Microsoft 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
4. Advanced Platform Operations
   1. Querying Data
   2. QueryExpression
   3. QueryByAttribute
   4. Saving Queries
   5. Filtered Views
   6. Using Execute Methods
   7. Using the Execute Method
   8. Requests and Responses
   9. Dynamic Entities
   10. Binding Microsoft CRM Data to a .NET DataGrid
   11. MetaData Service
   12. Using the MetaData Web Service
   13. Caching MetaData
5. Workflow .NET Assemblies
   1. Configuring .NET Assemblies
   2. Overview of Workflow
   3. Understanding the Workflow Service
   4. Setting up Workflow .NET Assemblies
   5. Workflow Configuration File Overview
   6. Specifying Assembly Information
   7. Defining Parameters
   8. Specifying Return Information
   9. Creating .NET Assemblies
   10. Data Type Mapping
   11. Support for Web Services
   12. Running Code in User Context
   13. Debugging Workflow Assemblies
6. Business Logic Extensions
   1. Callouts
   2. Callout Model
   3. Callout Configuration
   4. Callout Method Signatures
   5. Working with Callout Parameters
   6. Pre-Callout Summary
   7. Post-Callout Summary
   8. Developing Callout Components
   9. Callout Component Development
   10. Impersonation in Callouts
   11. Error Handling in Callouts
7. Application Event Programming
   1. Form and Field Events
   2. Overview of Form and Field Events
   3. Accessing Microsoft CRM Data Fields
   4. Setting Event Dependencies
   5. Writing Client-side code
   6. Using Best Practices in Writing Client-side code
   7. Debugging Client-side code
   8. Using DHTML
   9. Developing Code with External Files
   10. Requesting External Data
8. Application Integration
   1. Overview -- Customizing the User Interface
   2. SiteMap
   3. SiteMap Structure
   4. Editing SiteMap.xml
   5. TOPIC: ISV.config
   6. isv.config.xml Structure
   7. Performing actions from the Grid
   8. TOPIC: Customizations and the Outlook Client
   9. Customizations and the Outlook Client
   10. Integration Points
   11. TOPIC: Microsoft CRM Appearance And Behavior
   12. Using Template.css
   13. IFrames
   14. IFrames Considerations
   15. Retrieving Data using Parameters
   16. Dynamic IFrame
   17. Using URL Addressable forms
   18. URL Addressable Forms
9. Connect Microsoft CRM to the Internet
   1. Licensing and Security
   2. Understanding Licensing
   3. Best Practices in Security
   4. Integration with External Sites
   5. Setting up a site

Benefits of taking the 8531: Extending Microsoft CRM 3.0 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
  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.

  See our comprehensive list of partner authorizations.

• 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.

  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.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
• Awards won by NetCom
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  For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.

Enrollment Options for the 8531: Extending Microsoft CRM 3.0 course

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