Microsoft Dynamics 365 Customer Engagement (CRM) Advanced Technical Training

Course Objective

This course is for Microsoft Dynamics 365 CRM developers who want to polish their development skills on advanced concepts.  The course offers detailed and interactive information on how to develop extensions for Microsoft Dynamics 365 CRM, with focus on extension methods documented in the Microsoft Dynamics CRM SDK. It provides instruction on the use of several 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.

Course Duration

Total Duration of the course: 15 hours.

Course Contents

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Module 1: Intro to Extending Dynamics 365 CRM

  • XRM Platform
  • Why is the Custom Development needed?
  • Dynamics 365 CRM Extensibility Architecture
  • Different methods to extend Dynamics CRM
  • Supported Vs un-supported customizations
  • How to use SDK for custom development

Module 2: Working with Web Resources

  • Understanding Web Resources
  • Different Types of web resources
  • Create new web resources
  • Working with HTML and Javascript web resources
  • Use Web resources for CRM Customization

Module 3: Form Scripting using Jscript

  • Understandings basics of client scripting for CRM
  • CRM form events – Onload, OnSave, OnChange, and TabStateChange.
  • Understand Xrm.Page Object model.
  • Develop  and register Javascript event handlers.
  • Use Javascript Notifications and alerts.
  • Debug Javascript on different browsers – IE, Firefox and Chrome.

Module 4: Develop Plugins

  • What is the Plugin?
  • Understanding Event Execution Pipeline
  • Developing Plugins
  • Deploy and Register Plugins
  • Use the Plugin Registration Tool for plugin registration and debugging.
  • Develop plugins for CRM Online.
  • Debugging Plugins on CRM online and on-premise.
  • Pre-entity and post – entity images
  • Use Shared Variables in Plugins
  • A secure and Unsecure configuration in Plugins
  • Early bound and late bound classes with Plugins.

Module 5: Query Dynamics 365 CRM Data

  • Query Dynamics CRM Data
  • Different ways to query Dynamics 365 CRM data.
  • Query Strings and Query Attributes
  • Write QueryExpression and QueryByAttitude queries
  • QueryExpression Vs  QueryByAttribute
  • Work with FetchXML and LINQ Queries

Module 6: Develop Custom Workflow Activities

  • Limitations of Dialogs and Workflows
  • How to customize Workflows and Dialogs.
  • Basic elements of Custom Workflow activities
  • Developing and Deploying Custom Activities
  • Integrate Custom activities with Workflows and Dialogs.
  • Debugging Custom Workflow Activities

Module 7: Customizing Dynamics 365 CRM Ribbons

  • Intro to CRM Ribbon Structure.
  • CRM Ribbon Types
  • Customize CRM Ribbons Manually
  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements
  • CRM Customizing using Ribbon Workbench

Module 8: Customizing Dynamics 365 CRM SiteMap

  • Basics of CRM Sitemap
  • Different methods to customize CRM Sitemap
  • Sitemap customization manually
  • Sitemap customization using Sitemap Editor

Module 9: Develop Reports for Dynamics 365 CRM – using Report Wizard and SSRS

  • Basics of Reporting in Dynamics CRM
  • Create Reports using Reports Wizard
  • FetchXML Reports
  • SSRS Based Reports
  • Reporting for Dynamics CRM online
  • Integrate Reports in Dynamics CRM Environment

Module 10: Dynamics 365 CRM Web Services

  • Understand Dynamics 365 web services.
  • How to use Web APIs with Dynamics 365?
  • Working with Web APIs and Javascript
  • Web API Discovery web services

Module 11: Integration Dynamics CRM with .NET applications

  • Understand basics of.Net application with CRM.
  • Integrate CRM with web application
  • Integrate CRM with a console application


For more details on the course and demo session please Call +91 8008 048 446. Email. [email protected]

Other course provided by us:

Firoz Muhammed who has 10 years of experience in the IT industry. A Certified Microsoft Dynamics 365 Customer Engagement Consultant and Corporate Trainer. He has been teaching and consultant for more than 9 years. He carries experience in areas of business development, consulting, application development and corporate training. He has worked for corporates-like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies. He can be connected on [email protected] For training inquiries please mail to [email protected] or call +91 8008 048 446

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