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Extending Microsoft CRM 3.0

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Office (inc Access)
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Module 1: Extensibility Overview

  • Microsoft CRM Design Focus
  • Extensibility Features
  • Required Skills
  • Resources
Skills
  • Understand how Microsoft CRM was designed to be extended.
  • Recognize the main extensibility features.
  • Recognize the skills they will need to use the extensibility features.
  • Recognize resources that will help them learn more.
Top

Module 2: Microsoft CRM Architecture

  • TOPIC: Architecture Overview
  • Extensibility Points
  • Outlook Clients
  • Layers
  • TOPIC: Application Layer
  • Application Layer Security
  • Data Validation
  • Business Logic
  • Meta-data driven UI
  • TOPIC: Platform Layer
  • Web Services
  • Entity Definitions
  • Platform Security
  • Platform Business Logic
  • Data Access Components
  • TOPIC: Database Layer
  • Databases
  • Demonstration: Using the Metadata Browser
Skills
  • Recognize where the available extension features exist within Microsoft CRM 3.0.
  • Understand how the Microsoft CRM Clients for Microsoft Office Outlook interact with Microsoft CRM.
  • Understand the basic components of Microsoft CRM 3.0 and the functions they perform.
  • Understand how Microsoft CRM enforces security.
  • Understand how Microsoft CRM applies business logic.
  • Understand how Microsoft CRM uses meta-data.
  • Understand how Microsoft CRM exposes Web Service APIs.
  • Understand the functions of the Microsoft CRM Platform.
  • Understand how Microsoft CRM interacts with the SQL Server data store.
Top

Module 3: Common Platform Operations

  • TOPIC: CrmService
  • Setting Up the CRM Services
  • TOPIC: Common Methods
  • About Entities
  • Microsoft CRM Data Types
  • Using Type Helpers
  • Using the Create Method
  • Using the Retrieve Method
  • Using the Update Method
  • Using the Delete Method
  • Using the RetrieveMultiple Method
  • Handling SOAP Exceptions
  • Lab: Importing Leads
  • Lab: Contact Management Application 1
  • Lab: Contact Management Application 2
Skills
  • Use the common CrmService methods for all Microsoft entities.
  • Use Microsoft CRM data types and use the type helper provided in the Microsoft CRM SDK.
  • Handle SOAP Exceptions generated by the CrmService.
Top

Module 4: Advanced Platform Operations

  • TOPIC: Querying Data
  • QueryExpression
  • QueryByAttribute
  • Saving Queries
  • Filtered Views
  • TOPIC: Using Execute Methods
  • Using the Execute Method
  • Requests and Responses
  • TOPIC: Dynamic Entities
  • Binding Microsoft CRM Data to a .NET DataGrid
  • TOPIC: MetaData Service
  • Using the MetaData Web Service
  • Caching MetaData
  • Lab: Using QueryExpression
  • Lab: Using Filtered Views
  • Lab: Using Requests and Responses
  • Lab: Bind Microsoft CRM Data to a .NET DataGrid
  • Lab: Link UI features to Microsoft CRM Metadata
Skills
  • Query Microsoft CRM using QueryExpression, QueryByAttribute and Filtered Views.
  • Use the CrmService.Execute method.
  • Use DynamicEntity.
  • Accesss, use and cache meta-data.
Top

Module 5: Workflow .NET Assemblies

  • TOPIC: Configuring .NET Assemblies
  • Overview of Workflow
  • Understanding the Workflow Service
  • Setting up Workflow .NET Assemblies
  • Workflow Configuration File Overview
  • Specifying Assembly Information
  • Defining Parameters
  • Specifying Return Information
  • TOPIC: Creating .NET Assemblies
  • Data Type Mapping
  • Support for Web Services
  • Running Code in User Context
  • Debugging Workflow Assemblies
  • Demonstration: Configuring a Workflow .NET Assembly
  • Lab: Creating a Workflow .NET Assembly
Skills
  • Create .NET assemblies for use in workflow.
  • Configure Microsoft CRM to display methods in the assembly.
  • Specify parameters to pass data to an assembly.
  • Handle values returned from the assembly.
  • Debug Workflow assemblies.
Top

Module 6: Business Logic Extensions

  • TOPIC: Callouts
  • Callout Model
  • Callout Configuration
  • Callout Method Signatures
  • Working with Callout Parameters
  • Pre-Callout Summary
  • Post-Callout Summary
  • TOPIC: Developing Callout Components
  • Callout Component Development
  • Impersonation in Callouts
  • Error Handling in Callouts
  • Lab: Configuring and Deploying Callouts
  • Lab: Creating Callout Components
  • Demonstration: Create Auditing Solution using Callouts
Skills
  • Understand how callouts work.
  • Decide when and what kind of Callouts to use.
  • Configure pre and post callouts.
  • Develop and Deploy callouts.
  • Handle errors in callouts.
  • Debug callouts.
Top

Module 7: Application Event Programming

  • TOPIC: Form and Field Events
  • Overview of Form and Field Events
  • Accessing Microsoft CRM Data Fields
  • Setting Event Dependencies
  • TOPIC: Writing Client-side code
  • Using Best Practices in Writing Client-side code
  • Debugging Client-side code
  • Using DHTML
  • Developing Code with External Files
  • Requesting External Data
  • Lab: Creating Hierarchical Picklists
  • Lab: Formatting Telephone Numbers
  • Lab: Using XML Request
Skills
  • Use Form and Field events.
  • Reference Microsoft CRM form values.
  • Write and debug client-side code in Microsoft CRM.
  • Develop code using external files for greater productivity.
  • Request External Data from form and field events.
Top

Module 8: Application Integration

  • Overview - Customizing the User Interface
  • TOPIC: SiteMap
  • SiteMap Structure
  • Editing SiteMap.xml
  • TOPIC: ISV.config
  • isv.config.xml Structure
  • Performing actions from the Grid
  • TOPIC: Customizations and the Outlook Client
  • Customizations and the Outlook Client
  • Integration Points
  • TOPIC: Microsoft CRM Appearance And Behavior
  • Using Template.css
  • TOPIC: IFrames
  • IFrames Considerations
  • Retrieving Data using Parameters
  • Dynamic IFrame
  • TOPIC: Using URL Addressable forms
  • URL Addressable Forms
  • Lab: Creating Custom Menus and Buttons
  • Lab: Perform Actions on the Grid
  • Lab: Using IFrames to Display External Data
  • Lab: Create a Task with Default Data
Skills
  • Add custom buttons, menus, and navigation items to the Microsoft CRM 3.0 user interface.
  • Use IFrames to integrate other applications into Microsoft CRM.
  • Perform actions on selected records in a Microsoft CRM view.
  • Set default data in form fields.
  • Create applications with the same appearance and behaviors as Microsoft CRM.
Top

Module 9: Connect Microsoft CRM to the Internet

  • TOPIC: Licensing and Security
  • Understanding Licensing
  • Best Practices in Security
  • TOPIC: Integration with External Sites
  • Setting up a site
  • Lab: Integration with External Sites
Skills
  • Recognize licensing requirements and security practices to create a customer portal linked to Microsoft CRM.
  • Understand how to set up a customer portal site.
  • Understand how to create and configure with a proxy account so that a customer portal can interact with Microsoft CRM.
Top
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Exams:

  • There are no exams directly associated with this course

Price Options ex VAT:

Classroom Training
?		 Distance Learning
?		 eLearning Options
?		 Book Learning
?
£ 1185
(€1683) 		£ 674.00
(€957) 		- No Books Supported for Course at present

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Last Modified 01 May 2008