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 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.
What are the goals for this course?
- Overview of Developing Custom Dynamics CRM Solutions
- Navigation and Command Bar Customization
- Form Event Scripting
- Web Resources
- The CRM Web API Endpoint
- Using the Organization Service
- Querying CRM data
- Plug-ins
- Custom Workflow Activities
- Custom Actions
Outline
Module 01: Extending Dynamics CRM 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
- Developer Toolkit
- Development Environments
Module 02: Navigation and Commanding
- Overview of CRM Navigation and Commanding
- Navigation Across the Different User Experiences
- Site Map Structure
- Steps to Modify Navigation
- Examples of Navigation Customizations
- URL Addressable Forms and Views
- Command Bar Custom Considerations
- Command Definitions
- Using Parameters
- Types of Display and Enable Rules
- Learn More with the SDK
Module 03: Form Event Scripting
- 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
- Advanced Scripting Examples
- Learning more in the SDK
Module 04: Extending the UI with Web Resources
- Types of Web Resources
- When they can be used in the application
- Placing Web Resources on Forms
- Data Parameters
- Referencing Web Resources
- Using 3rd party Script Libraries
- Learn More from the SDK
Module 05: Using the CRM Web API Endpoint
- 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
- Additional Query Examples
- Including Formated Values
- Creating Records
- Working with Metadata
- External Application Authentication
- Connecting from External Applications
- Learn more from the SDK
Module 06: Using the Organization Service
- Scenarios for Using the Organization Service
- Options for Connecting to CRM
- Early Versus Late Binding
- Working with Data Types
- Other Methods
- Handling Faults
- Learn more from the SDK
Module 07: Querying Data with the Organization Service
- Query Options
- Using Query Expression
- Query By Attribute
- Fetch Basics
- Using LINQ
- Learn more from the SDK
Module 08: Plugins
- Plugin Basics
- Exploring Plugin Architecture
- Building a Plugin with Iplugin
- Using CRM Developer Toolkit
- Tracing and Debugging Plugins
Module 09: Custom Workflow Activities
- Custom Workflow Activities
- Custom Activity Scenarios
- Working with Services
- Working with Parameters
- Learn more from the SDK
Module 10: Custom Actions
- Custom Actions
- Entity Specific vs Global Actions
- Example of Action
- Input and Output Parameters
- Invoking Actions
- Custom Actions and Workflows
- Custom Actions and Plugins
- CRM