Description
This 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 CRM SDK.
What are the goals for this course?
- Customizing Dynamics CRM Navigation
- Using CRM Components vs Custom Development
- Considerations and Customizations for Mobile Deployment
- Knowledge Management Deployment Options
- Using Microsoft Social Engagement with Dynamics CRM
- Office 365 Integration Options
- Portal Considerations
- Developing Solutions with Custom Code
What are the prerequisites to consume this course?
Before reviewing this course, individuals must have:
- Basic understanding of Dynamics CRM
- Knowledge of common CRM use case scenarios
- Knowledge of common CRM customizations and configuration
- Functional knowledge of software design principles
- Background of one or more of the following technologies:
- NET-connected applications to Visual Studio
- JavaScript
- XML
- Microsoft Dynamics CRM web services
- Windows Workflow Foundation
- Windows Azure Platform
Outline
Module 01: Overview of CRM Navigation and Commanding
- Navigation Across the Different User Experiences
- Overview of Navigation and Commanding
- Site Map Structure
- Examples of Navigation Customizations
- URL Addressable Forms and Views
- Community Tools for Editing
Module 02: Components vs Coding
- Different Types of «Processes»
- Calculated and Rollup Fields
- Real Time Workflows
- Business Rules vs Client Scripts
- Custom Actions
Module 03: Mobile
- Why is the Mobile Client Different?
- Mobile Availability Review
- Mobile Navigation
- Form Layout
- Working with Views
- Mobile Custom Controls
- Client Script and Business Rules on Mobile
- CRM for Tablets vs. Custom Applications
Module 04: Knowledge Management
- The Big Picture
- Parature Integration
- Searching the Knowledge Base
- External Access
Module 05: Social Engagement
- Microsoft Social Engagement
- Connecting and Automating
Module 06: Office 365 Integration
- Office Productivity App
- Supported Server to Server Configuration
- Folder Tracking
- SharePoint Integration
- O365 Collaboration
- Microsoft Flow
Module 07: Portal Access
- Needs for Extended Functionality
- Voice of the Customer
- Portal Capabilities for CRM
- CRM Online Adminstration Center
- Content Publishing
- Portal Authentication
Module 08: Extending Functionality with Code
- Extending CRM
- Plugins
- Custom Workflow Activities
- Odata
- Web Resources
- API Driven Scripting
Development:
- CRM