Mon, 14 Jan 2019 14:00:00 GMTThu, 17 Jan 2019 21:30:00 GMT

Course Description

This 4 day course focuses on extending Microsoft Dynamics CRM 2016 beyond the out of the box features and takes up where the Dynamics CRM Boot camp leaves off. A variety of code samples and exercises are provided to ensure the most common and useful extensions are reviewed with physical take-aways for students. The 4 days focus around the following major topics:

Day 1 – Advanced Configuration & Tools: Workflows, Dialogs, the Ribbon Workbench and SDK Tools

Day 2 – Minor Coding: JavaScript, Web Resources, XML – Sitemap, Charts, FetchXML and RDLs

Day 3 – Plugin and Web Service Development

Day 4 – Interfacing: Mastering the API

Modules all contain a hands on approach, students can bring their own laptops or use the ones provided for the course and can take home the exercises and code packages and projects developed within the course via a provided USB.

**Development VMs can be setup as a service and tailored to each student at an additional cost. Contact the event coordinator for more details.

Audience

This course is intended for individuals that plan to implement, interface, maintain, or extend Microsoft Dynamics CRM 2016 beyond its out of the box functionality. The training is intended for Developers, Solution Architects, Development Managers, and integration specialists who want to extend the functionality in Dynamics CRM beyond configuration.

Duration

4 Days

Cost

2,950.00 CAD

Pre-Requisites

Students must demonstrate a thorough knowledge of Configuration and Customization either by attending the Dynamics CRM 2016 Boot Camp, the Configuration and Customization course or a history of equivalent project experience.

Objectives

  • After completing this course, students should be able to:
  • Use the Dynamics CRM Ribbon workbench
  • Make edits to the Sitemap for Security and UI purposes
  • Make edits to Charts and FetchXML for reporting purposes
  • Build Simple and Complex Web Resources for extending Dynamics
  • Building Custom Steps for Processes
  • Building Custom Code parts for Actions
  • Use and understand the purpose of key SDK developer tools: EntityMetaDataBrowser, FetchXML builder, Data Migration tools
  • Edit and manage a JavaScript Library
  • Build and design Plug-ins
  • Build and design eServices that interface with Dynamics in both JSON and XML languages
  • Plan out basic strategies for Layered Solutions vs. Enterprise Apps
  • Design a Common Model and ETL for interfacing
  • Use the Kingsway tool to fully interface to Dynamics CRM using SSIS
  • Setup bulk integration interfaces using WCF and SSIS tools
  • Design Bulk interfaces and transaction tables

Modules

Module 1 - Introduction

  • Drawing the line: Configuration vs. Customization
  • Developer Tools resources and Roles
  • Case Studies: A history of Successes and Failures in Dynamics CRM

Module 2 – Dynamics CRM Tools

  • XRM Tool Connector 
  • Deployment Tools: Deployment Manager, Web Resources Manager, Solution Components Mover
  • Data Migration Tools: Bulk attributes, N;N relationship manager, Data transporter

Module 3 – Advanced Configuration with Processes

  • The workflow 
  • Dialogs and parent/child processes
  •  Adding Custom Process Steps to your implementation
  •  Designing and Developing Actions

Module 4 – The ribbon Workbench

  • Editing Ribbon XML 
  • Editing Sitemap XML
  • Using the Ribbon Workbench
  • Creative Applications using the Ribbon Workbench

Module 5 – Extending Charts, Dashboards and Reports

  • Chart XML Anatomy
  • iFrames and Web Resources on Dashboards
  • Editing and Managing RDLs
  • Extension tricks for Reports and Dashboards

Module 6 – JavaScript in Dynamics CRM

  • Scope of Use and Common JavaScript Calls 
  • Simple Examples of JavaScript
  • Complex Aggregation and Calculations using JavaScript
  • Optimizing JavaScript calls

Module 7 – Web Resource

  • Designing Web Resources
  • Common Applications for Web Resources
  • Complex Web Resource Examples
  • Optimizing Web Resources

Module 8 – Plug-in Development

  • Design Consideration: When to use a Plug-in
  • Managing Plug-ins
  • Creating Simple Plugins
  • Complex Plug-in development
  • Common Missteps with Plug-ins

Module 9 – Web Services

  • Design Consideration: What Type of Web-Service to use
  • Building a Plugin to call a Web-Service
  • Web Service calls using JSON
  • Web Service calls using XML

Module 10 – ETL Fundamentals

  • Designing an ETL for Bulk data management – Designing a Common Model
  • Building a Transaction table in SQL Server
  • SSIS as an ETL tool

Module 11 – Bulk integration with Dynamics CRM using SSIS

  • Key Components: SSIS and Kingsway
  • Designing a bulk ETL between a SQL Services DB and Dynamics
  • Data Going to Dynamics CRM
  • Data coming From Dynamics CRM
  • Using Dynamics for the Transaction Table

Module 12 – Miscellaneous Interfaces to Dynamics CRM

  • SharePoint Integration and API
  • Exchange Integration

Dynamics 365 Interfacing and Data Flows