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805745 Microsoft Dynamics CRM 2015/2016 Developer Boot Camp

Part 1: Microsoft Dynamics CRM Customization and Configuration

Day 1 & 2

1. Business Units and Security Roles

• Business Units 

• Managing Business Units 

• Security Features

2. Configuring Users and Teams

• User Management Overview 

• Adding and Maintaining User Accounts 

• Team Configuration

3. Customizing Microsoft Dynamics CRM Overview

• Customization Methodology 

• Who can Customize Microsoft Dynamics CRM? 

• Types of Customizations 

• Types of Customizations - Solutions

4. Customizing Fields

• Customization Concepts 

• Field Data Types 

• Field Properties 

• Creating Fields 

• Creating Option Sets

5. Customizing Entities

• Entity Concepts 

• Modifying Custom Entities

6. Customizing Relationships and Mappings

• Types of Entity Relationships 

• Creating Entity Relationships 

• Entity Mapping

7. Customizing Forms, Views and Charts

• Basic UI Customization Capabilities 

• View Customization Overview 

• Charts 

• Form Customization Overview 

• Other Form Objects 

• Creating New Forms

8. Configuring Field Security

• Field Security Scope 

• Field Security and Other Security Methods

9. Configuring Auditing

• Enabling Auditing 

• Viewing Audit Data 

• Managing Audit Partitions

  1. Configuring Solutions

• Solutions Review 

• Exporting and Importing Unmanaged Solutions 

• Exporting and Importing Managed Solutions

Part 2: Extending Microsoft Dynamics CRM

Day 3, 4 & 5

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

• After completing this module, students will be able to:

• Describe how Microsoft Dynamics CRM is designed to be extended and the core extensibility features

• Explain how the Security Model affects custom development and design.

• Explain how "business logic" is incorporated

• Explain how entities are structured and defined within the xRM Framework

• Examine how data access is handled with the application

• Recognize the skills developers will use to extend Microsoft Dynamics CRM and the resources available to them

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

3. Querying Data and Executing Operations

• Objectives

• Introduction

• Querying in Microsoft Dynamics CRM

• 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

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 2012

• Summary

• Test Your Knowledge

• Quick Interaction: Lessons Learned

• Solutions

5. Plug-ins

  • Introduction
  • Overview of Plug-ins
  • Event Framework
  • Plug-in Isolation, Trusts and Statistics
  • Developing Plug-ins
  • Impersonation in Plug-ins
  • Entity Classes and Plug-ins
  • Register and Deploy Plug-ins
  • Debugging Plug-ins
  • Windows Azure Integration with Microsoft Dynamics CRM
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lesson Learned
  • Solutions

6. Application Event Programming

  • 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

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

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

Labs

Lab 1: Custom Entity Creation
Lab 2: Custom Activity Creation and Use
Lab 3: Creating a Dialog Process
Lab 4: Including SharePoint Document Libraries into Microsoft Dynamics CRM forms
Lab 5: Working with Field-Level Security
Lab 6: Install Microsoft Dynamics CRM Server
Lab 7: Load Sample Data
Lab 8: Install Reporting Extensions 
Lab 9: Install the E-mail Router
Lab 10: Configure the E-mail Router 
Lab 11: Install Microsoft Dynamics CRM for Outlook
Lab 12: Offline Capability 
Lab 13: Duplicate Adventure Works Cycles Organization 
Lab 14: Maintaining Business Units
Lab 15: Copying and Creating Roles 
Lab 16: Managing User Accounts
Lab 17: Managing Teams 
Lab 18: Creating a Solution
Lab 19: Creating a Custom Field
Lab 20: Creating and Using a Separate Option Set 
Lab 21: Creating Custom Entities
Lab 22: Modifying Entities 
Lab 23: Create a Manual N:N Relationship
Lab 24: Create a Mapping 
Lab 25: View Customization
Lab 26: Creating Charts
Lab 27: Forms Design 
Lab 28: Creating and Testing a Field Security Profile
Lab 29: Modify Field Security 
Lab 30: Configure Auditing
Lab 31: Unmanaged Solutions
Lab 32: Exporting and Importing Managed Solutions 
Lab 33: Creating Leads
Lab 34: Account Management Application
Lab 35: Using QueryExpression
Lab 36: Using LINQ to Perform, Create, Read, Update and Delete Operations
Lab 37: Using Fetch XML
Lab 38: Using FetchXML
Lab 39: Using Request and Response
Lab 40: Creating a Custom Workflow Activity
Lab 41: Creating a Plug-in
Lab 42: Telephone Number Formatting
Lab 43: Control Tab Visibility
Lab 44: Modifying the Site Map
Lab 45: Customize the Ribbon
Lab 46: Silverlight and Opportunity Slider

Course Registration

 

5 days
$3,900.00

 

Course Outline

 

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