805725: Extending Microsoft Dynamics CRM 2015/2016

805725: Extending Microsoft Dynamics CRM 2015/2016 Course Description

Duration: 3.00 days (24 hours)

The 805725: Extending Microsoft Dynamics CRM 2015/2016 training at NetCom Learning provides detailed insight into how to develop extensions for Microsoft Dynamics CRM 2015 / 2013. This interactive Extending Microsoft Dynamics CRM 2015/2016 course covers extension methods documented in the Microsoft Dynamics CRM SDK.

The Microsoft CRM 2015 Extending Development training provides instruction in how to use a number of Common Platform Operations, along with explaining how to query and execute these operations. The course also provides a concise understanding of business process implementation and workflows.

With the assistance of experienced instructors, learners will explore the use of Plug-ins, client extensions, application event programming, and web resources. The 805725: Extending Microsoft Dynamics CRM 2015/2016 training also conveys a synopsis of integration between Microsoft Dynamics CRM 2015 / 2013 and Windows Azure.

Next Class Dates

Jan 15, 2018 – Jan 17, 2018
9:00 AM – 5:00 PM CT
Feb 26, 2018 – Feb 28, 2018
9:00 AM – 5:00 PM CT

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Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 805725: Extending Microsoft Dynamics CRM 2015/2016 Course

  • » Experienced Dynamics CRM professionals having familiarity with Microsoft Dynamics CRM 2015 / 2013 / 2011

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Course Prerequisites for 805725: Extending Microsoft Dynamics CRM 2015/2016

  • » Experience in basic form customizations and workflows in Dynamics CRM

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805725: Extending Microsoft Dynamics CRM 2015/2016 Course Objectives

  • » Describe how to extend Microsoft Dynamics CRM and understand the core extension features
  • » Learn how to access system and custom entities, including the Security Model, xRM Framework, business logic, and exceptions
  • » Identify how Dynamics CRM metadata interacts with Organization Service web service
  • » Learn how to implement queries in the Dynamics CRM database, including QueryByExpression, QueryAttribute, FetchXM, LINQ, Odata, and filtered views
  • » Learn to develop custom workflow activities for use within Microsoft Dynamics CRM
  • » Learn how to extend the functionality of events for any entity in Dynamics CRM using Plug-ins
  • » Learn to add custom web content (for example HTML, JavaScript, Silverlight, Images) to CRM forms

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805725: Extending Microsoft Dynamics CRM 2015/2016 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
        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
        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
      9. Labs
        1. Lab: Creating Leads
        2. Lab: Account Management Application
        3. Lab: Using QueryExpression
        4. Lab: Using LINQ to Perform, Create, Read, Update and Delete Operations
        5. Lab: Using Fetch XML
        6. Lab: Using FetchXML
        7. Lab: Using Request and Response
        8. Lab: Creating a Custom Workflow Activity
        9. Lab: Creating a Plug-in
        10. Lab: Telephone Number Formatting
        11. Lab: Control Tab Visibility
        12. Lab: Modifying the Site Map
        13. Lab: Customize the Ribbon
        14. Lab: Silverlight and Opportunity Slider

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Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.

Bio:

Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
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.

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 & Touch 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.
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.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

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overall, good class, and good instructor - great knowledge of many platforms and programs.

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» Microsoft Dynamics CRM 2011: Accelerated Combo

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