课程大纲

课程简介

Overview:

    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.

Who Should Attend:

    This course is a CRM development course intended primarily for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011. The audience must also be experienced in basic form customizations and workflows.

At Course Completion:

    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.

Outline:

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