Extending Microsoft CRM 3.0 Training
| Aanbieder | Twice IT Training |
| Kosten | €1.380,00 |
Overzicht
After completing this course, students will be able to: * Create applications that use the Microsoft CRM 3.0 Web Services to perform actions on the Microsoft CRM platform. * Create, configure and debug .NET assemblies to use in workflow. * Create, configure and debug .NET assemblies to use in business logic extensions (Callouts). * Create and debug client-side code for Microsoft CRM form events. * Integrate other applications with Microsoft CRM 3.0 through the use of URL addressable forms, IFrames, and custom buttons, menus, and navigation areas added to Microsoft CRM. * Recognize licensing and security issues related to building extensions to Microsoft CRM that connect to the Internet.
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This course is intended for .NET developers who work with Microsoft CRM and understand the built-in customization capabilities of the application. Developers attending this course should also understand web development technologies including client-side programming using DHTML. This course is intended for developers creating extensions for a single Microsoft CRM implementation - it does not contain guidance for ISVs creating packaged Microsoft CRM 3.0 add-on products for re-saleBenodigde kennis
Before attending this course, students must have: * Completed Course 8525A, Microsoft CRM 3.0 Customization, or have equivalent knowledge of the customization capabilities of Microsoft CRM 3.0. * At least three months experience creating .NET applications using Microsoft Visual Studio. * A good understanding of Web development technologies including programming with DHTML. InschrijvenBeschrijving
Chapter 1: Extensibility Overview This brief chapter serves as an overview for the course. It introduces the features available to extend Microsoft CRM 3.0. * Microsoft CRM Design Focus * Extensibility Features * Required Skills * Resources Chapter 2: Microsoft CRM Architecture This chapter describes the Microsoft CRM 3.0 architecture as it applies to practical decisions when planning extensions to Microsoft CRM. A strong understanding of the Microsoft CRM architecture provides insight that can be used when developing extensions. * TOPIC: Architecture Overview * Extensibility Points * Outlook Clients * Layers * TOPIC: Application Layer * Application Layer Security * Data Validation * Business Logic * Meta-data driven UI * TOPIC: Platform Layer * Web Services * Entity Definitions * Platform Security * Platform Business Logic * Data Access Components * TOPIC: Database Layer * Databases Chapter 3: Common Platform Operations This chapter explains how to include the Microsoft CRM Web Service APIs into development projects and how to use common methods available for all Microsoft CRM entities. This module also explains how data types are implemented in Microsoft CRM as well as helper code that developers can use to manage Microsoft CRM data types. Finally, the process of handling SOAP exceptions from the Microsoft CRM Web Services is described. * TOPIC: CrmService * Setting Up the CRM Services * TOPIC: Common Methods * About Entities * Microsoft CRM Data Types * Using Type Helpers * Using the Create Method * Using the Retrieve Method * Using the Update Method * Using the Delete Method * Using the RetrieveMultiple Method * Handling SOAP Exceptions Chapter 4: Advanced Platform Operations This chapter explains how to query data and perform actions on the Microsoft CRM platform using the Execute Method with the appropriate Request and Response classes. It also describes the use of Filtered Views, the DynamicEntity class and methods to work with the Microsoft CRM meta-data. * TOPIC: Querying Data * QueryExpression * QueryByAttribute * Saving Queries * Filtered Views * TOPIC: Using Execute Methods * Using the Execute Method * Requests and Responses * TOPIC: Dynamic Entities * Binding Microsoft CRM Data to a .NET DataGrid * TOPIC: MetaData Service * Using the MetaData Web Service * Caching MetaData Chapter 5: Workflow .NET Assemblies This chapter explains how to configure, create and debug .NET assemblies for use in workflow rules. * TOPIC: Configuring .NET Assemblies * Overview of Workflow * Understanding the Workflow Service * Setting up Workflow .NET Assemblies * Workflow Configuration File Overview * Specifying Assembly Information * Defining Parameters * Specifying Return Information * TOPIC: Creating .NET Assemblies * Data Type Mapping * Support for Web Services * Running Code in User Context * Debugging Workflow Assemblies Chapter 6: Business Logic Extensions This chapter explains how to configure Callouts and create assemblies for use in Callouts. * TOPIC: Callouts * Callout Model * Callout Configuration * Callout Method Signatures * Working with Callout Parameters * Pre-Callout Summary * Post-Callout Summary * TOPIC: Developing Callout Components * Callout Component Development * Impersonation in Callouts * Error Handling in Callouts Chapter 7: Application Event Programming This chapter explains how to write client-side code for Microsoft CRM 3.0 Form and field events. It includes the available form and field events, how to work with form and field values, debugging client-side code and several techniques to improve productivity and solve business problems. * TOPIC: Form and Field Events * Overview of Form and Field Events * Accessing Microsoft CRM Data Fields * Setting Event Dependencies * TOPIC: Writing Client-side code * Using Best Practices in Writing Client-side code * Debugging Client-side code * Using DHTML * Developing C