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Microsoft Business Solutions CRM 1.2 Extending CRM with .NET  

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This course 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.

Cost:   

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Seminar Summary:

This three-day instructor-led 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). (see full course description)

 

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Training Course Syllabus:


Description

This three-day instructor-led 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).

This course assists a .NET developer use the Microsoft CRM Platform classes and methods to build basic implementation specific solutions that integrate with Microsoft CRM. This course helps a developer recognize where they can use code to take advantage of the customization features built into Microsoft CRM. It shows them how to integrate their applications into Microsoft CRM as well as how to communicate with the Microsoft CRM Platform.

This course also provides a number of best practices to help make the development process more efficient and the finished product easier to maintain.

This is a hands-on course that gives participants opportunities to use what they are learning to develop practical solutions.


Intended Audience
This course 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.

Before attending this course, students must have a minimum of one year development experience, a minimum of six months experience working with Microsoft .NET technologies and completed the companion course .NET Tools to Extend Microsoft CRM.
 

Course Objectives

  • 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

Required Prerequisites

8309: Microsoft Business Solutions CRM 1.2 .Net Tools to Extend CRM

Recommended Prerequisites

2124: Programming with C#
2373: Programming with Microsoft Visual Basic .NET
8020: Microsoft Business Solutions CRM 1.2 Customization

Course Outline

 

  1. Microsoft CRM Architecture and Customization n
    1. Microsoft CRM Architecture
    2. Microsoft CRM Security model
    3. Microsoft CRM Customization Tools
    4. Post-URL Actions in Workflow
    5. OnChange event
    6. Application Integration n
    7. Calling Microsoft CRM using Web Services
    8. Integrating Web Services and Microsoft CRM
    9. Microsoft CRM SDK
  2. Microsoft CRM Object Model
    1. Documentation on the CRM Object Model
    2. Core System Management
    3. Customer Management
    4. Sales Force Automation and Marketing
    5. Customer Service Management
    6. Miscellaneous
  3. Introduction to the Microsoft CRM Class Library
    1. Microsoft CRM Class Library Structure
    2. Steps to invoke methods
    3. Common methods
    4. Using Enumerations & Types
    5. Security
    6. Best Practices
    7. Using a configuration class
    8. Using an Abstract class
    9. Creating a Wrapper class
    10. Handling Exceptions from Microsoft CRM
  4. Microsoft CRM Class Library
    1. Creation and Retrieval Methods
    2. Modification and Deletion Methods
    3. Sharing and Assigning Methods
    4. Custom Queries
  5. Linking to External Data
    1. Integrating External Data with Microsoft CRM
    2. Using Post-URL actions
    3. Creating a Web Service to Process Post URL
    4. Using Post-Callout Methods
    5. What is Component Services?
    6. Steps to use a Serviced Component
    7. Understanding the Post-Callout Architecture
    8. The ICRMCallout Interface
    9. Registering Callouts with Microsoft CRM
    10. Best Practices with Post-Callouts
    11. Using Messaging
    12. Using BizTalk Server
  6. User Interface Alternatives
    1. Using CSS with Custom Applications
    2. Using Microsoft CRM CSS Styles
    3. Using Microsoft CRM with Word to create a Mail merge document
    4. Using ASP.NET for In-Place Editing
    5. Using Office 2003 with Microsoft CRM
    6. Visual Studio Tools for Office 2003
    7. Excel 2003 Programmability
    8. Using InfoPath 2003
    9. Integrating InfoPath with Microsoft CRM

Seminar Summary:

This three-day instructor-led 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). (see full course description)

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