Using Microsoft Dynamics Sure Step

Modules

Hide all

An Extensible Framework (6 topics)

• Introduce the use of Jscript and HTML web resources to enhance CRM Forms
• Introduce sitemap and command bar to enhance navigation
• Describe Processes (Workflows, Dialogs, Actions, Business Process Flows)
• Introduce Custom Workflow Activities
• Describe Plugins and their pros and cons over processes
• Introduce the ability to access the data platform via WCF Web Service calls

Accessing CRM Data - part 1 (8 topics)

• CRM WCF Web Services
• Accessing Organizations with the Discovery Service
• Organization Service
• CRUD operations with the Organization Service
• CrmSvcUtil.exe to create early bound classes and enumerations
• Compare the use of Early and late-bound classes
• CRM data types
• Compare CRUD operation techniques (QueryExpression, QueryByAttribute, LINQ, FetchXML, FilteredViews, OData)

Accessing CRM Data - part 2 (4 topics)

• Execute method of the Organization Service
• Common Request and Response classes
• MetadataRequest to return optionset values
• Using Metadata Requests to Create Entities and Attributes

Processes (9 topics)

• Identify the types of Processes (WorkFlow, Action, Dialog, Business Process Flow)
• Compare the scope, flexibility and maintenance of the different types
• Understand core Process designer features.
• Examine the steps involved in developing and deploying custom workflow activities.
• Create custom workflow activities.
• Debug custom workflow activities.
• Understand declarative workflows and their limitations.
• Create an Action and invoke it through code
• Create a Business Process Flow and modify the process in code

Plugins (7 topics)

• Identify how plug-ins can be used to extend Microsoft Dynamics CRM.
• Review the CRM Request Pipeline and the different event stages.
• Develop plug-ins.
• Use impersonation in plug-ins.
• Register and deploy plug-ins.
• Debug plug-ins.
• Create plugins with Developer Toolkit template, investigate preImage and secure settings

Integrate CRM with Azure Services (3 topics)

• Defining an Azure NameSpace to create a ServiceBus and Queue
• Defining a service endpoint from CRM to propagate changes from specified entities to the Azure ServiceBus
• Define a listener to receive messages from the Azure ServiceBus.

Web resources and Client side Development - part 1 (6 topics)

• Describe different Web Resource types
• Examine the Form and Control events
• Invoking Jscript libraries from Form events
• Best practices for writing Jscript libraries
• Using the Xrm.Page API
• Debug client side scripts

Web resources and Client side Development - part 2 (6 topics)

• Naming and referencing web resources
• Introduce the XMLHttpRequest to access server side resources
• Define REST operations and call OData service from JScript
• Examine and understand the use of ATOM and JSON.
• Understand and demonstrate how JQuery can be utilized to simplify Jscript operations
• Understand how SOAP operations can be sent via XMLHttpRequest to call the OrganizationService Execute method

Controlling Navigation (5 topics)

• Edit the sitemap manually - through exporting a solution
• Edit the sitemap with a specialised tool
• Edit the command bar with a ribbon editor
• Display and Enable Rules for Commands
• Passing Parameters to CRM Forms and Web Resources