Microsoft Dynamics CRM Course page 

 

Dynamics CRM 2011 Developer Boot Camp (Course 802861)

Course Description

In an accelerated learning environment, this boot camp incorporates the following Microsoft Dynamics CRM 2011 courses:

  • Sales Management in Microsoft Dynamics CRM 2011 (Selected modules from 80291)
  • Microsoft Dynamics CRM 2011 Customization and Configuration (80294)
  • Extending Microsoft Dynamics CRM 2011 (80295)

This course will prepare you for the following exams:

  • MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration
  • MB2-876 Microsoft Dynamics CRM 2011 Extending

This boot camp includes exam vouchers required for certification.

Who Should Attend

Students should have preexisting knowledge of Dynamics CRM 2011. The course begins with a high level introduction from course 80291, to provide precursory information regarding specific steps in the development and extending classes 80294 and 80295. We cover all modules of 80294 and 80295.

This boot camp is ideal for students who want to understand the amount of functionality or customization you can perform via the browser or if you are using the Online edition of Dynamics CRM 2011. Course 80295 reflects modifications that can be done inside the on-site/on-premise version of CRM.

To make the extensive modifications taught in the extending class and run the server-side scripts necessary, you must have the on-premise edition of Dynamics CRM 2011.

Course Outline

Part 1: Customizing and Extending Microsoft Dynamics CRM 2011

1. Customizing and Extending Microsoft Dynamics CRM 2011

  • Overview of Customization Environment
  • Entity and Form Customizations
  • Chart and View Customizations
  • Microsoft Office SharePoint server Configuration
  • Custom Activities
  • Dashboards
  • Web Resources
  • Connection Roles
  • Processes: Workflows and Dialogs
  • Customization Management
  • Integrations: Microsoft Office SharePoint Server and Windows Azure Platform

2. Administration, Configuration, and Installation

  • Editions of Microsoft Dynamics CRM 2011
  • Hardware and Software Specifications
  • Server Roles
  • Installation Components
  • Upgrade Considerations
  • Microsoft Dynamics CRM Reporting Extensions
  • Deployment Manager
  • Organization Settings
  • Licensing
  • Auditing
  • After completing this module, students will be able to:
  • Explain the different editions of Microsoft Dynamics CRM 2011
  • Outline the hardware and software specifications
  • Identify upgrade considerations
  • Demonstrate the use of the auditing functionality

3. Configuration and Settings

  • Business Units
  • User Management
  • Data Management
  • Document Management
  • Audit Management
  • Microsoft Dynamics CRM Client for Microsoft Outlook Settings and Administration
  • Role Based Forms
  • Field-Level Security

Part 2: Microsoft Dynamics CRM 2011 Installation and Deployment

1. Microsoft Dynamics CRM Components

  • Microsoft Dynamics CRM Components
  • Microsoft Dynamics CRM Server
  • Microsoft Dynamics CRM for Office Outlook
  • Microsoft Dynamics CRM E-mail Router
  • Microsoft SQL Server 2008
  • Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Language Packs
  • Microsoft SharePoint
  • Internet Information Services
  • Active Directory
  • Internet Facing Deployment and Active Directory Federation Services

2. Planning the Installation

  • Planning the Microsoft Dynamics CRM Deployment
  • Privileges for the Installation User
  • Supported Server Technologies
  • Hardware Requirements
  • Software Requirements
  • Active Directory and Microsoft Dynamics CRM 2011
  • Securing Network Traffic
  • Microsoft Dynamics CRM Offerings
  • Microsoft Dynamics CRM 2011 Licensing Model

3. Microsoft Dynamics CRM Server Installation

  • Microsoft Dynamics CRM Server Architecture
  • Components Installed During Server Setup
  • Microsoft Dynamics CRM Website
  • Required Installation Rights for Microsoft Dynamics CRM Server
  • Install Microsoft Dynamics CRM 2011 Server
  • Installation Troubleshooting
  • Post-Installation Tasks
  • Install Microsoft Dynamics CRM using the Command Line
  • Sample Data

4. Microsoft Dynamics CRM 2011 Reporting Extensions

  • Microsoft Dynamics CRM 2011 Reporting Overview
  • Microsoft Dynamics CRM Reporting Extensions
  • Installing Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Reporting Authoring Extension

5. Installing and Deploying the E-mail Router

  • Understanding the E-mail Router
  • Install the E-mail Router and Rule Deployment Wizard
  • Configure the E-mail Router
  • Set Up a Forward Mailbox
  • Deploy Inbox Rules
  • Approve E-mail Addresses
  • Install the E-mail Router on Multiple Computers
  • Troubleshooting
  • Discussion – E-mail Router

6: Microsoft Dynamics CRM for Microsoft Office Outlook

  • Microsoft Dynamics CRM for Outlook Overview
  • Installation Requirements
  • Deployment Methods
  • Install Microsoft Dynamics CRM for Outlook
  • Configure Microsoft Dynamics CRM for Outlook
  • Configure User E-mail Settings
  • Installing Microsoft Dynamics CRM for Outlook using the Command Line
  • Using Microsoft Dynamics CRM for Outlook with Offline Capability

7. Configure an Internet Facing Deployment

  • Overview of Claims-Based Authentication
  • General Requirements
  • Certificates
  • Install Active Directory Federation Services 2.0
  • Configure AD FS 2.0
  • Configure Claims-Based Authentication
  • Configure Internet-Facing Deployment

8. Upgrading to Microsoft Dynamics CRM 2011

  • Upgrade Considerations
  • Upgrade Process Phases
  • Phase 1 – Prepare to Upgrade
  • Phase 2 – Establish the Test Environment
  • Phase 3 – Upgrade and Validate the Test Environment
  • Phase 4 – Upgrade and Validate the Production Deployment
  • Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
  • Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
  • Upgrading Microsoft Dynamics CRM 4.0 for Outlook

9. Microsoft Dynamics CRM Deployment Manager

  • Redeploying Microsoft Dynamics CRM
  • Deployment Administrators
  • Create a New Organization
  • Manage Existing Organizations
  • Importing Organizations
  • Manage Servers
  • Configure Access from the Internet
  • Update Web Addresses
  • View License Information
  • Upgrade the Microsoft Dynamics CRM Edition

10. High Availability Options

  • Install Microsoft Dynamics CRM Server on Multiple Computers
  • Network Load Balancing
  • Clustering Microsoft SQL Server
  • High-availability Options for Other Supporting Components

Part 3: Microsoft Dynamics CRM 2011 Customization and Configuration

1. Business Units and Security Roles

• Business Units

• Managing Business Units

• Security Features

2. Configuring Users and Teams

• User Management Overview

• Adding and Maintaining User Accounts

• Team Configuration

3. Customizing Microsoft Dynamics CRM Overview

• Customization Methodology

• Who can Customize Microsoft Dynamics CRM?

• Types of Customizations

• Types of Customizations – Solutions

4. Customizing Fields

• Customization Concepts

• Field Data Types

• Field Properties

• Creating Fields

• Creating Option Sets

5. Customizing Entities

• Entity Concepts

• Modifying Custom Entities

6. Customizing Relationships and Mappings

• Types of Entity Relationships

• Creating Entity Relationships

• Entity Mapping

7. Customizing Forms, Views and Charts

• Basic UI Customization Capabilities

• View Customization Overview

• Charts

• Form Customization Overview

• Other Form Objects

• Creating New Forms

8. Configuring Field Security

• Field Security Scope

• Field Security and Other Security Methods

9. Configuring Auditing

• Enabling Auditing

• Viewing Audit Data

• Managing Audit Partitions

  1. Configuring Solutions

• Solutions Review

• Exporting and Importing Unmanaged Solutions

• Exporting and Importing Managed Solutions

Part 4: Extending Microsoft Dynamics CRM 2011

1. Extensibility Overview

• 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

• After completing this module, students will be able to:

• Describe how Microsoft Dynamics CRM 2011 is designed to be extended and the core extensibility features

• Explain how the Security Model affects custom development and design.

• Explain how “business logic” is incorporated

• Explain how entities are structured and defined within the xRM Framework

• Examine how data access is handled with the application

• Recognize the skills developers will use to extend Microsoft Dynamics CRM 2011 and the resources available to them

2. Common Platform Operations

• 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

3. Querying Data and Executing Operations

• Objectives

• Introduction

• Querying in Microsoft Dynamics CRM 2011

• 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

4. Implementing Business Processes

• 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

5. Plug-ins

  • 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 2011
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lesson Learned
  • Solutions

6. Application Event Programming

  • 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

7. Client Extensions

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

8. Web Resources

  • 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

Part 1: Customizing and Extending Microsoft Dynamics CRM 2011

1. Customizing and Extending Microsoft Dynamics CRM 2011

  • Overview of Customization Environment
  • Entity and Form Customizations
  • Chart and View Customizations
  • Microsoft Office SharePoint server Configuration
  • Custom Activities
  • Dashboards
  • Web Resources
  • Connection Roles
  • Processes: Workflows and Dialogs
  • Customization Management
  • Integrations: Microsoft Office SharePoint Server and Windows Azure Platform

2. Administration, Configuration, and Installation

  • Editions of Microsoft Dynamics CRM 2011
  • Hardware and Software Specifications
  • Server Roles
  • Installation Components
  • Upgrade Considerations
  • Microsoft Dynamics CRM Reporting Extensions
  • Deployment Manager
  • Organization Settings
  • Licensing
  • Auditing
  • After completing this module, students will be able to:
  • Explain the different editions of Microsoft Dynamics CRM 2011
  • Outline the hardware and software specifications
  • Identify upgrade considerations
  • Demonstrate the use of the auditing functionality

3. Configuration and Settings

  • Business Units
  • User Management
  • Data Management
  • Document Management
  • Audit Management
  • Microsoft Dynamics CRM Client for Microsoft Outlook Settings and Administration
  • Role Based Forms
  • Field-Level Security

Part 2: Microsoft Dynamics CRM 2011 Installation and Deployment

1. Microsoft Dynamics CRM Components

  • Microsoft Dynamics CRM Components
  • Microsoft Dynamics CRM Server
  • Microsoft Dynamics CRM for Office Outlook
  • Microsoft Dynamics CRM E-mail Router
  • Microsoft SQL Server 2008
  • Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Language Packs
  • Microsoft SharePoint
  • Internet Information Services
  • Active Directory
  • Internet Facing Deployment and Active Directory Federation Services

2. Planning the Installation

  • Planning the Microsoft Dynamics CRM Deployment
  • Privileges for the Installation User
  • Supported Server Technologies
  • Hardware Requirements
  • Software Requirements
  • Active Directory and Microsoft Dynamics CRM 2011
  • Securing Network Traffic
  • Microsoft Dynamics CRM Offerings
  • Microsoft Dynamics CRM 2011 Licensing Model

3. Microsoft Dynamics CRM Server Installation

  • Microsoft Dynamics CRM Server Architecture
  • Components Installed During Server Setup
  • Microsoft Dynamics CRM Website
  • Required Installation Rights for Microsoft Dynamics CRM Server
  • Install Microsoft Dynamics CRM 2011 Server
  • Installation Troubleshooting
  • Post-Installation Tasks
  • Install Microsoft Dynamics CRM using the Command Line
  • Sample Data

4. Microsoft Dynamics CRM 2011 Reporting Extensions

  • Microsoft Dynamics CRM 2011 Reporting Overview
  • Microsoft Dynamics CRM Reporting Extensions
  • Installing Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Reporting Authoring Extension

5. Installing and Deploying the E-mail Router

  • Understanding the E-mail Router
  • Install the E-mail Router and Rule Deployment Wizard
  • Configure the E-mail Router
  • Set Up a Forward Mailbox
  • Deploy Inbox Rules
  • Approve E-mail Addresses
  • Install the E-mail Router on Multiple Computers
  • Troubleshooting
  • Discussion – E-mail Router

6: Microsoft Dynamics CRM for Microsoft Office Outlook

  • Microsoft Dynamics CRM for Outlook Overview
  • Installation Requirements
  • Deployment Methods
  • Install Microsoft Dynamics CRM for Outlook
  • Configure Microsoft Dynamics CRM for Outlook
  • Configure User E-mail Settings
  • Installing Microsoft Dynamics CRM for Outlook using the Command Line
  • Using Microsoft Dynamics CRM for Outlook with Offline Capability

7. Configure an Internet Facing Deployment

  • Overview of Claims-Based Authentication
  • General Requirements
  • Certificates
  • Install Active Directory Federation Services 2.0
  • Configure AD FS 2.0
  • Configure Claims-Based Authentication
  • Configure Internet-Facing Deployment

8. Upgrading to Microsoft Dynamics CRM 2011

  • Upgrade Considerations
  • Upgrade Process Phases
  • Phase 1 – Prepare to Upgrade
  • Phase 2 – Establish the Test Environment
  • Phase 3 – Upgrade and Validate the Test Environment
  • Phase 4 – Upgrade and Validate the Production Deployment
  • Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
  • Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
  • Upgrading Microsoft Dynamics CRM 4.0 for Outlook

9. Microsoft Dynamics CRM Deployment Manager

  • Redeploying Microsoft Dynamics CRM
  • Deployment Administrators
  • Create a New Organization
  • Manage Existing Organizations
  • Importing Organizations
  • Manage Servers
  • Configure Access from the Internet
  • Update Web Addresses
  • View License Information
  • Upgrade the Microsoft Dynamics CRM Edition

10. High Availability Options

  • Install Microsoft Dynamics CRM Server on Multiple Computers
  • Network Load Balancing
  • Clustering Microsoft SQL Server
  • High-availability Options for Other Supporting Components

Part 3: Microsoft Dynamics CRM 2011 Customization and Configuration

1. Business Units and Security Roles

• Business Units

• Managing Business Units

• Security Features

2. Configuring Users and Teams

• User Management Overview

• Adding and Maintaining User Accounts

• Team Configuration

3. Customizing Microsoft Dynamics CRM Overview

• Customization Methodology

• Who can Customize Microsoft Dynamics CRM?

• Types of Customizations

• Types of Customizations – Solutions

4. Customizing Fields

• Customization Concepts

• Field Data Types

• Field Properties

• Creating Fields

• Creating Option Sets

5. Customizing Entities

• Entity Concepts

• Modifying Custom Entities

6. Customizing Relationships and Mappings

• Types of Entity Relationships

• Creating Entity Relationships

• Entity Mapping

7. Customizing Forms, Views and Charts

• Basic UI Customization Capabilities

• View Customization Overview

• Charts

• Form Customization Overview

• Other Form Objects

• Creating New Forms

8. Configuring Field Security

• Field Security Scope

• Field Security and Other Security Methods

9. Configuring Auditing

• Enabling Auditing

• Viewing Audit Data

• Managing Audit Partitions

  1. Configuring Solutions

• Solutions Review

• Exporting and Importing Unmanaged Solutions

• Exporting and Importing Managed Solutions

Part 4: Extending Microsoft Dynamics CRM 2011

1. Extensibility Overview

• 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

• After completing this module, students will be able to:

• Describe how Microsoft Dynamics CRM 2011 is designed to be extended and the core extensibility features

• Explain how the Security Model affects custom development and design.

• Explain how “business logic” is incorporated

• Explain how entities are structured and defined within the xRM Framework

• Examine how data access is handled with the application

• Recognize the skills developers will use to extend Microsoft Dynamics CRM 2011 and the resources available to them

2. Common Platform Operations

• 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

3. Querying Data and Executing Operations

• Objectives

• Introduction

• Querying in Microsoft Dynamics CRM 2011

• 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

4. Implementing Business Processes

• 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

5. Plug-ins

  • 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 2011
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lesson Learned
  • Solutions

6. Application Event Programming

  • 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

7. Client Extensions

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

8. Web Resources

  • 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 1: Custom Entity Creation
Lab 2: Custom Activity Creation and Use
Lab 3: Creating a Dialog Process
Lab 4: Including SharePoint Document Libraries into Microsoft Dynamics CRM forms
Lab 5: Working with Field-Level Security
Lab 6: Install Microsoft Dynamics CRM 2011 Server
Lab 7: Load Sample Data
Lab 8: Install Reporting Extensions
Lab 9: Install the E-mail Router
Lab 10: Configure the E-mail Router
Lab 11: Install Microsoft Dynamics CRM for Outlook
Lab 12: Offline Capability
Lab 13: Duplicate Adventure Works Cycles Organization
Lab 14: Maintaining Business Units
Lab 15: Copying and Creating Roles
Lab 16: Managing User Accounts
Lab 17: Managing Teams
Lab 18: Creating a Solution
Lab 19: Creating a Custom Field
Lab 20: Creating and Using a Separate Option Set
Lab 21: Creating Custom Entities
Lab 22: Modifying Entities
Lab 23: Create a Manual N:N Relationship
Lab 24: Create a Mapping
Lab 25: View Customization
Lab 26: Creating Charts
Lab 27: Forms Design
Lab 28: Creating and Testing a Field Security Profile
Lab 29: Modify Field Security
Lab 30: Configure Auditing
Lab 31: Unmanaged Solutions
Lab 32: Exporting and Importing Managed Solutions
Lab 33: Creating Leads
Lab 34: Account Management Application
Lab 35: Using QueryExpression
Lab 36: Using LINQ to Perform, Create, Read, Update and Delete Operations
Lab 37: Using Fetch XML
Lab 38: Using FetchXML
Lab 39: Using Request and Response
Lab 40: Creating a Custom Workflow Activity
Lab 41: Creating a Plug-in
Lab 42: Telephone Number Formatting
Lab 43: Control Tab Visibility
Lab 44: Modifying the Site Map
Lab 45: Customize the Ribbon
Lab 46: Silverlight and Opportunity Slider

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