Extending Microsoft Dynamics® CRM 2011 Training Course


Microsoft Official Curriculum Course Number: 80295
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The student will learn to develop extensions for Microsoft Dynamics CRM 2011, extension methods documented in the Microsoft Dynamics CRM SDK, Common Platform Operations and integration between Windows Azure and Microsoft Dynamics CRM 2011.

After completing this course, students will be able to:
- 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.
Lesson 1: Extensibility Overview  
  • Objectives 
  • Introduction 
  • xRM Application Framework 
  • Extensibility Platform and Features 
  • Security Model 
  • Business Model 
  • Business Logic 
  • Business Entity Components 
  • Data Access Components and Platform 
  • Helpful Skills 
  • Resources 
  • Summary 
  • Test Your Knowledge 
  • Quick Interaction: Lessons Learned 
  • Solutions
Lesson 2: Common Platform Operations  
  • Objectives 
  • Introduction 
  • WCF Web Services 
  • Discovery Service 
  • Early versus Late-Binding 
  • Early-Bound Entity Class 
  • Late-Bound Entity Class 
  • Organization Service 
  • Authentication and Authorization 
  • Entity Information 
  • Working with Data Types 
  • Using the Create Method 
  • Using the Retrieve Method 
  • Using the Update Method 
  • Using the Delete Method 
  • Using the RetrieveMultipleMethod 
  • Handling WCF Faults 
  • Summary 
  • Test Your Knowledge 
  • Solutions 
  • Lab 2.1: Creating Leads 
  • Lab 2.1: Account Management Application
Lesson 3: Querying Data and Executing Operations 
  • Objectives 
  • Introduction 
  • Querying in Microsoft Dynamics CRM 2011 
  • Query Expression 
  • QueryByAttitude 
  • LINQ Queries 
  • FetchXML 
  • Filtered Views 
  • OData 
  • Execute Method 
  • Requests and Responses 
  • Using the MetadataService Web Service 
  • Summary 
  • Test Your Knowledge 
  • Quick Interaction: Lessons Learned 
  • Solutions 
  • Lab 3.1: Using QueryExpression 
  • Lab 3.2: Using LINQ to Perform, Create, Read, Update and Delete Operations 
  • Lab 3.3: Using Fetch XML 
  • Lab 3.4: Using FetchXML 
  • Lab 3.5: Using Request and Response
Lesson 4: Implementing Business Processes  
  • Objectives 
  • Introduction 
  • Overview of Workflow 
  • Overview of Dialogues 
  • Setting up Custom Workflow Activity Assemblies 
  • Demonstration: Configuring a Custom Workflow Activity 
  • Creating Custom Workflow Activities 
  • Debugging Custom Workflow Activities 
  • Creating and Modifying Windows Workflow Foundation (XAML Workflows) 
  • Demonstration: Modifying an Existing Workflow in Visual Studio 2010 
  • Summary 
  • Test Your Knowledge 
  • Quick Interaction: Lessons Learned 
  • Solutions 
  • Lab 4.1: Creating a Custom Workflow Activity 
Lesson 5: Plug-ins 
  • Goal Description 
  • Challenge Yourself! 
  • Need a Little Help? 
  • Step by Step 
  • Step by Step
Lesson 6: Application Event Programming  
  • Lessons 
  • Objectives 
  • Introduction 
  • Using Jscript Libraries 
  • Form and Field Events 
  • Xrm.Page 
  • Xrm.Page.context (Client-Side Context) 
  • Xrm.Pge.data entity 
  • Xrm.Page.ui 
  • Form Types 
  • Form Event Handler Execution Context 
  • Setting Event Dependencies 
  • Pass Parameters 
  • Using Best Practices in Writing Client-Side Code 
  • Debugging Client-Side Code 
  • Summary 
  • Test Your Knowledge 
  • Quick Interaction: Lessons Learned 
  • Solutions 
  • Lab 6.1: Telephone Number Formatting 
  • Lab 6.2: Control Tab Visibility
Lesson 7: Client Extensions  
  • Objectives 
  • Introduction 
  • Customizing the Site Map 
  • Customizing the Ribbon 
  • URL Addressable Forms and Views 
  • Summary 
  • Test Your Knowledge 
  • Quick Interaction: Lessons Learned 
  • Solutions 
  • Lab 7.1: Modifying the Site Map 
  • Lab 7.2: Customize the Ribbon
Lesson 8: Web Resources 
  • Objectives 
  • Introduction 
  • Overview of Web Resources 
  • Web Resource Management 
  • Referencing Web Resources 
  • Silverlight Web Resource 
  • REST Endpoint, OData and JSON 
  • Using JQuery 
  • Test Your Knowledge 
  • Quick Interaction: Lessons Learned 
  • Solutions 
  • Lab 8.1: Silverlight and Opportunity Slider 

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