Microsoft - Dynamics CRM Developer 2013

Learn the techniques required to customise Microsoft Dynamics CRM and meet the needs of your business.

On this five day course you'll learn how to develop extensions for Microsoft Dynamics CRM 2013, including extension methods in the Microsoft Dynamics CRM software development kit. The course also covers the use of Common Platform Operations, including how to query and execute them.

What else will you learn?

• How to use plug-ins, application event programming, client extensions and web resources
• Business process implementation and workflows
• An overview of the integration between Windows Azure and Microsoft Dynamics CRM 2013
• Security features
• How to create and configure entities
• How to design forms, views and charts
• Auditing skills

80542: Customisation and Configuration in Microsoft Dynamics CRM 2013

Introduction to Customising Microsoft Dynamics CRM 2013

• Customisation or Development? Microsoft Dynamics CRM Solutions Introduction to Entity Customisation

Building a Security Model in Microsoft Dynamics CRM 2013 Lessons

• Introduction to Business Units
• Overview of Security Roles
• User Management Overview
• Team Management Overview
• Teams and Sharing
• Manage Security Roles for Users and Teams

Customising Entities Lessons

• Entity Customisation Concepts
• Create a Custom Entity
• Additional Entity Properties
• Modifying the Configuration of an Entity

Customising Fields Lessons

• Field Data Types
• Field Display Formats
• Field Properties
• Customise Existing Fields
• Configure Option Sets
• Status and Status Reason Fields
• Delete Fields

Managing Relationships Lessons

• Types of Entity Relationships
• Create Entity Relationships
• 1:N Relationship Behavior
• Field Mappings in 1:N Relationships
• Connections and Connection Roles

Customising Forms Lessons

• Form Customisation Overview
• Create and Modify Forms
• Quick Create and Quick View Forms
• Manage Multiple Forms
• Mobile Clients

Configuring Business Rules Lessons

• Configure Business Rules

Customising Views Lessons

• View Customisation Concepts
• System Views
• Create Custom Views
• Remove Unwanted Views

Customising Charts and Dashboards Lessons

• Create and Modify Charts
• Export and Import Charts
• Create and Modify Dashboards

Additional Security Options Lessons

• Field Security
• Access Team Templates
• Auditing Overview

Business Process Flows Lessons

• Business Process Flows

Extending Microsoft Dynamics CRM 2013

This part of the course provides you with the knowledge and skills to develop extensions for Microsoft Dynamics CRM. The course focuses on extension methods documented in the Microsoft Dynamics CRM Software Development Kit (SDK).

Topics covered in this course include:

• Module 01: Overview
• Module 02: Common Platform Operations
• Module 03: Querying Data and Executing Operations
• Module 04: Implementing Business Processes
• Module 05: Plug-ins
• Module 06: Application Event Programming
• Module 07: Extending CRM 2013
• Module 08: Web Resources

We’ll prepare you for, and test you in, the following exams:

• MB2-703: Microsoft Dynamics CRM 2013 Customization and Configuration
• MB2-701: Extending Microsoft Dynamics CRM 2013

Microsoft Official Curriculum

• MOC 80542 - Customization and Configuration in Microsoft Dynamics® CRM 2013

Before attending this course, you must have:

• Experience in basic form customisations and workflows
• Experience in .NET development
• A background in one or more of the following technologies:
• .NET-connected applications to Visual Studio
• JScript
• DHTML
• XML
• Transact_SQL
• Microsoft Dynamics CRM customizations and web services
• Silverlight
• Windows Workflow Foundation
• AJAX
• Windows AZURE Platform

Seven reasons why you should sit your course with Firebrand Training

• Two options of training. Choose between residential classroom-based, or online courses
• You'll be certified fast. With us, you’ll be trained in record time
• Our course is all-inclusive. A one-off fee covers all course materials, exams**, accommodation* and meals*. No hidden extras.
• Pass the first time or train again for free. This is our guarantee. We’re confident you’ll pass your course the first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
• You’ll learn more. A day with a traditional training provider generally runs from 9 am – 5 pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day of quality learning time, with your instructor
• You’ll learn faster. Chances are, you’ll have a different learning style to those around you. We combine visual, auditory and tactile styles to deliver the material in a way that ensures you will learn faster and more easily
• You’ll be studying with the best. We’ve been named in the Training Industry’s “Top 20 IT Training Companies of the Year” every year since 2010. As well as winning many more awards, we’ve trained and certified over 135,000 professionals

*For residential training only. Doesn't apply for online courses
**Some exceptions apply. Please refer to the Exam Track or speak with our experts

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