80849 - Developing Custom Solutions for Dynamics CRM 2016 (3 Day)
Description
This Digital Learning course provides individuals with the knowledge and skills to develop extensions for Microsoft Dynamics CRM. The course focuses on extension methods documented in the Microsoft Dynamics SDK.
This course contains modules and lessons from 80666: Extending Microsoft Dynamics CRM Online and On Premise as well as new modules and lessons covering Microsoft Dynamics CRM 2016.
Course Outline
Module 01: Extending Dynamics CRM Overview
- Module Overview
- Config, Customize, and Extend
- Built in Functionality
- Types of Extensibility
- Client Side Custom Logic
- Building Server Side Extensions
- Working with Data and Services
- Integration
- CRM Architecture
- Solutions Overview
- Introducing the Microsoft Dynamics CRM Software Development Kit
- Demonstration: CRM Software Development Kit - SDK
- Developer Toolkit
- Development Environments
- Module Review
Quiz: Test Your Knowledge
Module 02: Navigation and Commanding
- Module Overview
- Overview of CRM Navigation and Commanding
- Navigation Across the Different User Experiences
- Site Map Structure
- Steps to Modify Navigation
- Examples of Navigation Customizations
- Practice: Add new Area, Group and Subarea(s)
- URL Addressable Forms and Views
- Practice: Download and Connect
- Command Bar Custom Considerations
- Command Definitions
- Demonstration: Modifying the Command Bar
- Practice: Working with Command Buttons
- Using Parameters
- Types of Display and Enable Rules
- Learn More with the SDK
- Module Review
Quiz: Test Your Knowledge
Module 03: Form Event Scripting
- Module Overview
- Overview of Form Scripting
- Form Scripting Scenarios
- Form and Field Events
- Implement a Script
- Working with the API
- Steps to Implement a Script in CRM
- Working with API Collections
- Working Entity Level Data
- Attributes vs. Controls
- Working with Controls
- Utility Functions
- Demonstration: Custom Script
- Advanced Scripting Examples
- Learning more in the SDK
- Demonstration: Learning more in the SDK
- Module Review
- Practice: Add Fields and Vendor Section
- Practice: Setup Solution and Connect to CRM
Quiz: Test Your Knowledge
Module 04: Extending the UI with Web Resources
- Module Overview
- Types of Web Resources
- When they can be used in the application
- Demonstration: Using CRM Dev Tools
- Placing Web Resources on Forms
- Data Parameters
- Demonstration: Creating and placing a Web Resource
- Practice: Parse Data Parameter
- Referencing Web Resources
- Practice: Building the HTML Web Resource
- Using 3rd party Script Libraries
- Practice: Update Form Field via Xrm.Page API on change
- Learn More from the SDK
- Module Review
Quiz: Test Your Knowledge
Module 05: Using the CRM Web API Endpoint
- Module Overview
- CRM Web API
- Working with Data and Services
- Finding the API Service Root
- Working with Data
- Querying Data
- Filter Options
- Querying with the Odata Client
- Demonstration: Working with the API
- Practice: Create Task Using Web API
- Additional Query Examples
- Including Formated Values
- Creating Records
- Working with Metadata
- External Application Authentication
- Connecting from External Applications
- Practice: Exploring OData
- Learn more from the SDK
- Module Review
Quiz: Test Your Knowledge
Module 06: Using the Organization Service
- Module Overview
- Scenarios for Using the Organization Service
- Options for Connecting to CRM
- Practice: Connect to Dynamics CRM
- Early Versus Late Binding
- Practice: Use Late Binding
- Working with Data Types
- Practice: Generate Type Classes
- Demonstration: Updating's and Deleting Data
- Other Methods
- Handling Faults
- Practice: Using the Execute Method
- Learn more from the SDK
- Module Review
Quiz: Test Your Knowledge
Module 07: Querying Data with the Organization Service
- Module Overview
- Query Options
- Using Query Expression
- Query By Attribute
- Demonstration: Query CRM Data with Query Expression
- Fetch Basics
- Practice: Fetch Expression
- Demonstration: Create a Aggregate FetchXML Query
- Using LINQ
- Practice: LINQ Query
- Learn more from the SDK
- Module Review
Quiz: Test Your Knowledge
Module 08: Plugins
- Module Overview
- Plugin Basics
- Exploring Plugin Architecture
- Building a Plugin with Iplugin
- Using CRM Developer Toolkit
- Tracing and Debugging Plugins
- Demonstation: Debugging Plugins
- Module Review
Quiz: Test Your Knowledge
Module 09: Custom Workflow Activities
- Module Overview
- Custom Workflow Activities
- Custom Activity Scenarios
- Working with Services
- Working with Parameters
- Demostration: Workflow Activities
- Practice: Custom Workflow Activities
- Learn more from the SDK
- Module Review
Quiz: Test Your Knowledge
Module 10: Custom Actions
- Module Overview
- Custom Actions
- Entity Specific vs Global Actions
- Example of Action
- Input and Output Parameters
- Invoking Actions
- Custom Actions and Workflows
- Demonstration: Create and Invoke a Custom Action
- Custom Actions and Plugins
- Demonstration: Register a Plugin with a Custom Action
- Practice: Custom Actions
- Module Review
Quiz: Test Your Knowledge
Course Review
Module 01 – Overview
Module 02 – Navigating and Commanding
Module 03 – Form Event Scripting
Module 04 – Web Resources
Module 05 – Using the CRM web API
Module 06 – Using the Organization Service
Module 07 – Querying CRM Data
Module 08 – Plug-Ins
Module 09 – Custom Workflow Activities
Module 10 – Custom Actions