Microsoft Business Solutions CRM 1.2 Extending CRM with .NET
(Microsoft Training Course: 8308) - 3 days - £1700 exc VAT

> Target Audience
This course provides students with the knowledge and skills to begin creating implementation specific customizations to Microsoft Business Solutions CRM using the classes and methods described in the Microsoft CRM Software Development Kit (SDK). It is intended for experienced .NET developers who will be connecting to, or extending Microsoft CRM to add new functionality or integrate Microsoft CRM with another application.
> Course outline
  1. Microsoft CRM Architecture and Customization
  2. Microsoft CRM Object Model
  3. Introduction to the Microsoft CRM Class Library
  4. Microsoft CRM Class Library
  5. Linking to External Data
  6. User Interface Alternatives

Supplementary InformationThis course has now retired and is no longer available.
Module 1: Microsoft CRM Architecture and Customization
  • Microsoft CRM Architecture
  • Microsoft CRM Security model
  • Microsoft CRM Customization Tools
  • Post-URL Actions in Workflow
  • OnChange event
  • Application Integration
  • Calling Microsoft CRM using Web Services
  • Integrating Web Services and Microsoft CRM
  • Microsoft CRM SDK
  • Practice: Working with the Post-URL Action
  • Lab: OnChange Event
  • Understand the Microsoft CRM Architecture.
  • Understand the Microsoft CRM Security model.
  • Use the Microsoft CRM Workflow Post-URL action.
  • Use the Microsoft CRM OnChange event.
  • Understand how Web Services can be created to interact with Microsoft CRM.
  • Understand the purpose of the Microsoft CRM SDK.
Module 2: Microsoft CRM Object Model
  • Documentation on the CRM Object Model
  • Core System Management
  • Customer Management
  • Sales Force Automation and Marketing
  • Customer Service Management
  • Understand the structure of the Microsoft CRM Object Model.
  • Understand the relationships and dependencies between objects.
  • Understand how objects are documented.
  • Understand selected methods and capabilities of the different objects.
Module 3: Introduction to the Microsoft CRM Class Library
  • Microsoft CRM Class Library Structure
  • Steps to invoke methods
  • Common methods
  • Using Enumerations & Types
  • Security
  • Best Practices
  • Using a configuration class
  • Using an Abstract class
  • Creating a Wrapper class
  • Handling Exceptions from Microsoft CRM
  • Practice: Calling a Microsoft CRM Platform Method
  • Lab: Change the Accounts class and create a CRMException class
  • Lab: Create a configuration and a wrapper class
  • Lab: Create a CRMIdentity class in the Accounts Application
  • Lab: Upload an Accounts XML file and export it into Microsoft CRM
  • Understand the Microsoft CRM Class library structure.
  • Invoke Microsoft CRM class library methods.
  • Retrieve a users security credentials.
  • Understand the common methods found in the Microsoft CRM Class library.
  • Understand the Microsoft CRM class library enumerations and types.
  • Understand how to check a user’s security privileges and access rights.
  • Use a Configuration class.
  • Use an Abstract class.
  • Use a Wrapper class.
  • Handle exceptions thrown by the Microsoft CRM Platform.
Module 4: Microsoft CRM Class Library
  • Creation and Retrieval Methods
  • Modification and Deletion Methods
  • Sharing and Assigning Methods
  • Custom Queries
  • Lab: Display the leads you own
  • Lab: Add a new Lead
  • Lab: Update Leads
  • Lab: Delete a Lead
  • Lab: Retrieve Hot Leads
  • Lab: Complete the Send Me More Info application
  • Use the common methods exposed for each class by the Microsoft CRM class library.
  • Check users’ permissions to determine whether they can perform specific actions.
  • Use the CRMQuery class to create, store, manage and execute queries in Microsoft CRM.
Module 5: Linking to External Data
  • Integrating External Data with Microsoft CRM
  • Using Post-URL actions
  • Creating a Web Service to Process Post URL
  • Using Post-Callout Methods
  • What is Component Services?
  • Steps to use a Serviced Component
  • Understanding the Post-Callout Architecture
  • The ICRMCallout Interface
  • Registering Callouts with Microsoft CRM
  • Best Practices with Post-Callouts
  • Using Messaging
  • Using BizTalk Server
  • Lab: Lead Survey Application (using Post URL)
  • Lab: Using Post-Callout
  • Lab: Use Post-Callout and MSMQ
  • Understand how external data can be linked with Microsoft CRM.
  • Use the Post-URL action in Workflow to post data to an external web application.
  • Use Post-Callouts to implement a notification mechanism for data integration.
  • Use Microsoft Message Queue Server to process changes to Microsoft CRM data asynchronously.
  • Understand how BizTalk Server may be used to involve multiple applications in the messaging process or to execute long running business processes.
Module 6: User Interface Alternatives
  • Using CSS with Custom Applications
  • Using Microsoft CRM CSS Styles
  • Using Microsoft CRM with Word to create a Mail merge document
  • Using ASP.NET for In-Place Editing
  • Using Office 2003 with Microsoft CRM
  • Visual Studio Tools for Office 2003
  • Excel 2003 Programmability
  • Using InfoPath 2003
  • Integrating InfoPath with Microsoft CRM
  • Lab: Applying CSS Styles
  • Demo: Create a Mail Merge Document
  • Demo: A Grid to Maintain Leads
  • Demo: Visual Studio Tools for Office and Excel
  • Demo: Using InfoPath 2003
  • Use the Microsoft CRM cascading style sheet (template.css) to make a custom application have the Microsoft CRM look and feel.
  • Use the Word object model with Internet Explorer and VBScript to create a web-based mail merge.
  • Use an ASP.NET DataGrid to provide in-place editing of Microsoft CRM data in a custom application.
  • Use Microsoft Visual Studio Tools for Office to allow managed code to run in an Office document.
  • Use InfoPath 2003 as a front end for Microsoft CRM data using custom web services.
> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • A minimum of one year development experience.
  • A minimum of six months experience working with Microsoft .NET technologies.
  • Completed the companion course 8309 .NET Tools to Extend Microsoft CRM OR
  • Core .NET Programming courses 2373 OR
  • 2559 or 2609 and 2124 OR core .NET Framework courses 2415, 2349 and 2389 OR
  • Core ASP.NET courses 2063 and 2310.
  • In addition, it is recommended, but not required, that students have completed:
  • Course 8020, Microsoft CRM Customization.
> Purpose
After completing this course, students will be able to extend application functionality using Microsoft JScript with the OnChange event; use the Workflow Post-URL action to integrate with other applications; better understand the Microsoft CRM Object Model; use the Microsoft CRM Class Libraries; link to external data using the post callout model; develop alternative User Interfaces to Microsoft CRM.
> Supplementary Information
This course has now retired and is no longer available.