Dynamics 365 CRM Development Extending Plugins On-Premise

This course provides you with the information how you can develop and extend Dynamics 365 (CRM). This course focuses on extension methods documented in the Microsoft Dynamics CRM SDK, including instruction on the use of a number of Common Platform Operations, on how to query and execute these operations, as well as on developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions, and web resources. Finally, it includes a summary overview of the integration between Flow and Power BI and Dynamics 365 (CRM).

Who Should Attend

This course is for a Dynamics 365 (CRM) developerand is intended primarily for partners and customers who have a technical background and familiarity with Microsoft Dynamics 365 (CRM 2016, 2015, 2013, or 2011). The students must also be experienced with basic customizations and workflows for CRM.

Corresponding Exam: None

What You’ll Learn

After completing this course, students will be able to:

• Describe how Dynamics 365 (CRM) is extended and the core extensibility features.
• Use common methods to access system and custom entities, including the Security Model, business logic, xRM Framework and exceptions.
• Execute queries in the Dynamics 365 (CRM) database, including QueryAttribute, QueryByExpression, LINQ, FetchXM, filtered views and OData.
• Explain how the Organization Service web service interacts with Dynamics 365 (CRM) metadata.
• Develop custom workflow activities for use within Microsoft Dynamics 365 (CRM) that run code when configured workflow or dialog rules are created.
• Debug custom workflow activity code and use declarative workflows for On-premise deployments.
• Use Plug-ins to extend the functionality of events for any entity in Dynamics 365 (CRM).
• Understand the integration between Windows Azure with Dynamics 365 (CRM).
• Use the built-in features of the Dynamics 365 (CRM) application and understand how the Dynamics application behaves when forms are loaded or saved, field data changed, tabs change state, and when IFRAMES are uploaded.
• Add custom buttons, menu items and modifications to the navigation areas, including interaction with the Site Map and the Ribbon.
• Add custom web content (for example HTML, Images, Silverlight, JavaScript) to CRM forms.
• Use web resources to enable the storage of shared blocks of code or resources for reuse across the Dynamics 365 (CRM) web application.

Course Outline

Module 1: Extensibility Overview

This module introduces some of the basic concepts in Dynamics 365 (CRM), including a brief description of the xRM Application Framework, and the platform and features upon which it is built. The module also provides a review of the Security model, business logic, business entity and data access components. Finally the module contains a list of helpful skills and resources to assist in the development process.

Lessons

• Objectives
• Introduction
• xRM Application Framework
• Extensibility Platform and Features
• Security Model
• Business Model
• Business Logic
• Business Entity Components
• Data Access Components and Platform
• Helpful Skills
• Resources
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 2: Client Extensions

This module explains how to add custom buttons, menu items, and navigation areas so that custom solutions are included in Microsoft Dynamics CRM. It also explains how to modify the Application Navigation area and goes into detail on the ways to customize both the Site Map and the Ribbon.

Lessons

• Objectives
• Introduction
• Customizing the Site Map
• Customizing the Ribbon
• URL Addressable Forms and Views
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 3: Common Platform Operations

This module explains how to use a number of common methods to access both system and custom entities in Microsoft Dynamics CRM. It includes a detailed description of these methods and the available data types in the system. The module also contains a sample application that shows the audience how to create and update a Dynamics 365 (CRM) entity. Finally, it provides some helpful information about error handling.

Lessons

• Objectives
• Introduction
• WCF Web Services
• Discovery Service
• Early- versus Late-Binding
• Early-Bound Entity Class
• Late-Bound Entity Class
• Organization Service
• Authentication and Authorization
• Entity Information
• Working with Data Types
• Using the Create Method
• Using the Retrieve Method
• Using the Update Method
• Using the Delete Method
• Using the RetrieveMultipleMethod
• Handling WCF Faults
• Summary
• Test Your Knowledge
• Solutions

Module 4: Querying Data and Executing Operations

This module provides the audience a variety of ways to query the Dynamics 365 (CRM) database including: QueryAttribute, QueryByExpression, LINQ, FetchXML, Filtered views and OData. Additionally, the module describes the Execute method and explains how to use the OrganizationRequest and OrganizationResponse messages within Microsoft Dynamics CRM. Finally, the module explains how the Organization Service web service can be used to interact with Microsoft Dynamics CRM metadata.

Lessons

• Objectives
• Introduction
• Querying in Microsoft Dynamics CRM
• Query Expression
• QueryByAttitude
• LINQ Queries
• FetchXML
• Filtered Views
• OData
• Execute Method
• Requests and Responses
• Using the MetadataService Web Service
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 5: Extending and Implementing Business Processes

This module explains how to develop custom workflow activities for use within Dynamics 365 (CRM). The functionality of Dynamics 365 (CRM) can be extended by writing custom workflow activities that run code when configured workflow or dialog rules are run. In addition, the module describes how to debug custom workflow activity code as well as how to use declarative workflows for On-premise deployments.

Lessons

• Objectives
• Introduction
• Overview of Workflow
• Overview of Dialogues
• Setting up Custom Workflow Activity Assemblies
• Demonstration: Configuring a Custom Workflow Activity
• Creating Custom Workflow Activities
• Debugging Custom Workflow Activities
• Creating and Modifying Windows Workflow Foundation (XAML Workflows)
• Demonstration: Modifying an Existing Workflow in Visual Studio 2010
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 6: Application Event Programming

This module explains how to use the built-in features of the Dynamics 365 (CRM) application. It also shows how the Dynamics application behaves when forms are loaded or saved, field data changes, tabs change state, and when IFRAMES are loaded. In Dynamics 365 (CRM), event handler code can be attached to five events.

Lessons

• Objectives
• Introduction
• Using Jscript Libraries
• Form and Field Events
• Xrm.Page
• Xrm.Page.context (Client-Side Context)
• Xrm.Pge.data entity
• Xrm.Page.ui
• Form Types
• Form Event Handler Execution Context
• Setting Event Dependencies
• Pass Parameters
• Using Best Practices in Writing Client-Side Code
• Debugging Client-Side Code
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 7: Web Resources

This module explains how the addition of custom web content (for example: HTML, Images, Silverlight, JavaScript) to Dynamics 365 (CRM) forms is a common method that is used to extend CRM functionality. It describes a few examples of the use of client-side technology such as among others, adding custom validation, mashups with other applications and adding new applications (for example, Silverlight applications displaying Microsoft Dynamics CRM data). The module also describes how web resources are used to enable the storage of shared blocks of code or resources so that they can then be reused across the Microsoft Dynamics CRM web application.

Lessons

• Objectives
• Introduction
• Overview of Web Resources
• Web Resource Management
• Referencing Web Resources
• Silverlight Web Resource
• REST Endpoint, OData and JSON
• Using JQuery
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Labs

Lab: Creating Leads
Lab: Account Management Application
Lab: Using QueryExpression
Lab: Using LINQ to Perform, Create, Read, Update and Delete Operations
Lab: Using Fetch XML
Lab: Using FetchXML
Lab: Using Request and Response
Lab: Creating a Custom Workflow Activity
Lab: Creating a Plug-in
Lab: Telephone Number Formatting
Lab: Control Tab Visibility
Lab: Modifying the Site Map
Lab: Customize the Ribbon
Lab: Silverlight and Opportunity Slider

Module 8: Plug-ins

This module provides the audience with an overview of Plug-ins. Plug-ins are powerful mechanisms used to extend the functionality of events for any entity in Dynamics 365 (CRM). The module reviews how plug-ins are used. It provides an explanation of the event framework, and examines Plug-ins as they pertain to Isolation, Trusts and Statistics. In addition the module illustrates how to develop Plug-ins, use impersonation and Entity Classes, and how to register, deploy and debug Plug-ins. Finally the module provides an overview of how to integrate Windows Azure with Dynamics 365 (CRM).

Lessons

• Objectives
• Introduction
• Overview of Plug-ins
• Event Framework
• Plug-in Isolation, Trusts and Statistics
• Developing Plug-ins
• Impersonation in Plug-ins
• Entity Classes and Plug-ins
• Register and Deploy Plug-ins
• Debugging Plug-ins
• Windows Azure Integration with Microsoft Dynamics CRM
• Summary
• Test Your Knowledge
• Quick Interaction: Lesson Learned
• Solutions

Module 9: Application Integration (Flow and Power BI)

This module provides students with an overview of Flow and Power BI. Flow is a powerful mechanism used to call other apps based on a set of conditions. Power BI is a cloud business intelligence service that you can connect with Dynamics 365 (CRM) to display powerful charts, graphs an dashboards. Finally the module provides an overview of how to integrate Flow, Power Bi with Microsoft Dynamics 365 (CRM).