Microsoft Dynamics CRM Developer 2013 Courseware

Microsoft Dynamics CRM 2013

Extending Training Material

Version 2.0



Extending Microsoft Dynamics CRM 2013

Course content Module 0 ? Course Content and Plan ..................................................................................................... 5

Objectives ........................................................................................................................................... 5 Course Plan ......................................................................................................................................... 5 Course Modules .................................................................................................................................. 6 Resources ............................................................................................................................................ 7 Case Study........................................................................................................................................... 7 SDK ...................................................................................................................................................... 7 Exam.................................................................................................................................................... 7 Feedback ........................................................................................................................................... 10 Module 1 ? Extensibility Model and Framework .................................................................................. 11 Objectives ......................................................................................................................................... 11 Lesson 1-1 CRM Functionality...........................................................................................................11 Lesson 1-2 XRM Application Framework .......................................................................................... 12 Lesson 1-3 Deployment Options.......................................................................................................16 Lesson 1-4 What's New in CRM 2013 ............................................................................................... 18 Lesson 1-5 Resources........................................................................................................................22 Module 2 ?Platform Operations ........................................................................................................... 23 Objectives ......................................................................................................................................... 23 Lesson 2-1 Windows Communications Foundation..........................................................................23 Lesson 2-2 Microsoft Dynamics CRM Web Services ......................................................................... 26 Lesson 2-3 Early Bound and Late Bound Classes .............................................................................. 29 Lesson 2-4 Create, Retrieve, Update and Delete Methods .............................................................. 32 Lesson 2-5 Execute Method..............................................................................................................34 Lesson 2-6 Exceptions ....................................................................................................................... 35 Lesson 2-7 Metadata......................................................................................................................... 36 Module 3 ? Querying Data....................................................................................................................38

Page 2 of 140

11/09/2014

Extending Microsoft Dynamics CRM 2013

Objectives ......................................................................................................................................... 38 Lesson 3-1 Queries in Dynamics CRM...............................................................................................38 Lesson 3-2 Query Expression ............................................................................................................ 38 Lesson 3-3 QuerybyAttribute............................................................................................................39 Lesson 3-4 LINQ ................................................................................................................................ 40 Lesson 3-5 FetchXML ........................................................................................................................ 41 Lesson 3-6 Filtered Views ................................................................................................................. 42 Lesson 3-7 Reporting Options ........................................................................................................... 43 Module 4 ? Processes ........................................................................................................................... 46 Objectives ......................................................................................................................................... 46 Lesson 4-1 Dynamics CRM Processes ............................................................................................... 46 Lesson 4-2 Dynamics CRM Process Steps ......................................................................................... 49 Lesson 4-3 Workflows ....................................................................................................................... 53 Lesson 4-4 Dialogs.............................................................................................................................57 Lesson 4-5 Business Process Flows ................................................................................................... 61 Lesson 4-6 Actions ............................................................................................................................ 64 Module 5 ? Server Side Code ................................................................................................................ 69 Objectives ......................................................................................................................................... 69 Lesson 5-1 Plugins ............................................................................................................................. 69 Lesson 5-2 Event Framework ............................................................................................................ 70 Lesson 5-3 Plugin Isolation, Trusts and Statistics..............................................................................72 Lesson 5-4 Developing Plugins..........................................................................................................73 Lesson 5-5 Deploying Plugins and Impersonation ........................................................................... 76 Lesson 5-6 Debugging Plugins...........................................................................................................79 Lesson 5-7 Custom Workflow Activities............................................................................................ 82 Lesson 5-8 Declarative Workflows....................................................................................................86 Lesson 5-9 Outlook and Plugins ........................................................................................................ 87

11/09/2014

Page 3 of 140

Extending Microsoft Dynamics CRM 2013

Lesson 5-10 Azure ............................................................................................................................. 89 Lesson 5-11 Plugins vs Custom Workflow Activities.........................................................................93 Lesson 5-12 Developer Toolkit..........................................................................................................95 Module 6? Client Side Script.................................................................................................................96 Objectives ......................................................................................................................................... 96 Lesson 6-1 Use of JavaScript ............................................................................................................. 96 Lesson 6-2 Xrm.Page Model.............................................................................................................. 97 Lesson 6-3 Web Resources ............................................................................................................. 105 Lesson 6-4 Forms and Client-Side Events ....................................................................................... 111 Lesson 6-5 URL Addressable Forms ................................................................................................ 114 Lesson 6-6 Best Practice ................................................................................................................. 117 Lesson 6-7 Debugging JavaScript .................................................................................................... 120 Module 7? Client Side Code................................................................................................................123 Objectives ....................................................................................................................................... 123 Lesson 7-1 Data access using JavaScript ......................................................................................... 123 Lesson 7-2 Modern app SOAP endpoint ......................................................................................... 125 Lesson 7-3 ODATA...........................................................................................................................126 Lesson 7-4 JSON .............................................................................................................................. 129 Lesson 7-5 JQUERY..........................................................................................................................130 Module 8 ? User Interface .................................................................................................................. 132 Objectives ....................................................................................................................................... 132 Lesson 8-1 User Interface ............................................................................................................... 132 Lesson 8-2 SiteMap ......................................................................................................................... 132 Lesson 8-3 Command Bar ............................................................................................................... 135

Page 4 of 140

11/09/2014

Extending Microsoft Dynamics CRM 2013

Module 0 ? Course Content and Plan

Objectives

The key objective of this course is to enable you to understand different ways of developing against Dynamics CRM with C# and JavaScript.

What this course covers

? Extensibility Model and Framework ? Platform Operations ? Querying Data ? Processes ? Server Side Code ? Client Side Scripts ? Client Side Code ? User Interface

What this course does not cover

? C# Programming ? SQL Reporting Services reports ? Service functionality

Course Plan

This course takes 2.5 days to complete and helps prepare for the Microsoft Dynamics CRM 2013 Extending certification exam.

11/09/2014

Page 5 of 140

Course Modules

1. Extensibility Model and Framework 2. Platform Operations 3. Querying Data 4. Processes 5. Server Side Code 6. Client Side Scripts 7. Client Side Code 8. User Interface

Extending Microsoft Dynamics CRM 2013

Page 6 of 140

11/09/2014

Extending Microsoft Dynamics CRM 2013

Resources

Virtual Machines

The course employs a Virtual Machines running on Hyper-V:

? Firebrand-Extending. This is a Windows Server 2013 computer with Dynamics CRM 2013 and Visual Studio already installed

You start virtual machines by starting Hyper-V Manager and right-clicking on the virtual machine and selecting Start.

Case Study

There are separate PDFs for the Case Studies. These case studies build on the labs from the customisation course. There is one case study for demonstrations (Event Management) and anther for the labs (New Product Development: Prototypes, Ideas, Feedback).

SDK

The Microsoft Dynamics CRM Software Developer kit is available from downloads and from the MSDN CRM Developer Centre.

Exam

The Extending Microsoft Dynamics CRM 2013 exam is a Microsoft certification exam and is taken online in one of the testing rooms off the Firebrand reception and refreshments area

Id

You will need two forms of id; one with a photo id e.g., a passport or driving license and the other with your signature e.g., a debit/credit card.

Exam Format

The exam has 48 multiple choice questions and you are allowed 140 minutes.

There is three hours in total to allow for you to complete i) a test exam on the planets of the solar system to get you used to the examination format and ii) two surveys at the end of the exam.

Exam Preparation

There are currently no practice tests available to prepare for the exam.

Skills Measured

This certification exam measures your ability to extend Microsoft Dynamics CRM 2013 including planning the deployment of Microsoft Dynamics CRM, performing common and advanced platform operations, implementing business processes, creating plug-ins, implementing application events, and implementing web resources.

11/09/2014

Page 7 of 140

Extending Microsoft Dynamics CRM 2013

Planning the Deployment of Microsoft Dynamics CRM (15-20 percent)

? Describe the CRM application framework o This topic may include: describe the Dynamics CRM extensibility platform; describe Portable Business Logic functionality; explain the Application, Platform, and Database layers; describe the differences between the CRM application framework on-premises and online

? Identify the considerations for deploying Dynamics CRM. o This topic may include: describe the deployment model; identify support for Microsoft Outlook clients; identify the extensibility points; identify types of reporting; identify the web resources

? Plan for user interface customization. o This topic may include: describe the Web Application Navigation and Nav bars; customize the Site Map and command bar; describe the entity command bar templates; describe how customizations impact Microsoft Outlook; edit the custom actions and command definitions; describe Nav bar enable and display rules; describe how to use localized labels with command bars; describe URL-addressable forms and views

Performing Common Platform Operations (15-20 percent)

? Explain the Discovery Service. o This topic may include: describe Discovery Service authentication and authorization; explain the differences between the Discovery Service Web Service on-premises and online

? Explain the Organization Service. o This topic may include: describe Organization Service authentication and authorization; describe entity information; explain the RetrieveAttributeRequest and RetrieveAttributeResponse methods

? Describe how to use data types, methods, and classes. o This topic may include: explain the different data types; describe how to use the Create, Retrieve, Update, Delete, and RetrieveMultiple methods; describe how to use early- and late-bound classes

? Describe Windows Communication Foundation (WCF) web services. o This topic may include: describe integration of Dynamics CRM and WCF; describe how to handle WCF faults; use and specify Open Data Protocol (OData) elements when querying Dynamics CRM data

Performing Advanced Platform Operations (10-15 percent)

? Identify different ways to query data. o This topic may include: explain QueryExpression, QueryByAttribute, LINQ queries, and filtered views; explain how to save queries; explain FetchXML and custom SQL Server Reporting Services (SSRS) reporting in relation to Dynamics CRM; describe the integration of Windows Azure with Dynamics CRM

? Identify how to use requests and responses.

Page 8 of 140

11/09/2014

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download