Transitioning Your UI to CRM 2011
Code:
CRM11UI
Instructor: Mitch Milam, CRM MVP
Level: Intermediate / Advanced
Audience: IT PRO
Description:
CRM 2011 is finally here, and along with it, some fantastic new functions and capabilities for customizing the UI. Mitch Milam, CRM MVP, will prep you for your upgrade by reviewing:
- The CRM 2011 user interface
- A comparison between CRM 4.0 layout tools and CRM 2011 layout tools
- Common practices for user experience modification from CRM 4.0
- The CRM 2011 JavaScript object model
- Moving CRM 4.0 customizations to CRM 2011
Plug-in Development in CRM 2011
Code: CRM11PI
Instructor: Ivan Kurtev
Level: Intermediate / Advanced
Audience: IT PRO
Description:
If you haven’t heard, a lot will change relative to developing plug-ins with CRM 2011. Get an early start and avoid surprises by joining Ivan Kurtev as he covers what’s changing from v4.0 and how you can update your existing plug-ins. In this insightful class Ivan will cover:
- Changes to the Plugin Execution Interface in CRM 2011
- Using the Code Generation Utility in CRM 2011
- Working with the Microsoft CRM Web Services in CRM 2011
- Exception Handling and Debugging Plugins in CRM 2011
- Migrating Plugins to CRM 2011
Course 80141A: Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007
Code: CRMSPSS
Instructor: Larry Lentz, CRM MVP
Level: Beginner / Intermediate
Audience: IT PRO / CRM Support
Description:
Join Larry Lentz, CRM MVP, as he covers the basic skills required to create integrated applications that utilize data and features from both Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007. Students attending this course will:
- Learn to compare and contrast the two products, clarifying which business problems each is best suited to solve.
- Learn about common integration scenarios, and to design, plan and build solutions that integrate the two products.
- Be able to build customized Microsoft Dynamics CRM 4.0 applications that expose data and content stored within SharePoint sites, lists and libraries.
- Learn how to build SharePoint applications that provide reporting solutions based on Microsoft Dynamics CRM 4.0 data, utilizing core Windows SharePoint Services 3.0 functionality.
- Learn to build data-aware applications utilizing features of Microsoft Office SharePoint Server 2007, integrating data from Microsoft Dynamics CRM 4.0.
- Gain an introduction to fundamental .NET programming techniques required to extend integrated Microsoft Dynamics CRM 4.0 and SharePoint applications.
Course 80003A: Workflow in Microsoft Dynamics CRM 4.0
Code: CRMWFLW
Instructor: Pierre Hulsebus
Level: Beginner / Intermediate
Audience: IT PRO / CRM Support
Description:
During this full day course, learn how to create, run, and monitor workflows to automate business processes. The course emphasizes out-of-box workflow functionality. Join Pierre Hulsebus as we reviews basic concepts, creating a basic workflow, the design process, updating triggers, conditional branching advanced and multi-stage workflows, monitoring workflows and workflow security. The course also focuses on using workflows in Microsoft Dynamics CRM 4.0 to automate the sales process, lead promotion and probable revenue. Extending and upgrading workflows and data migration and workflows are not covered in detail in this course, but are introduced to provide students with insight into potential advanced workflow topics.
Forms Customization
Code: CRMFORM
Instructor: Larry Lentz, CRM MVP
Level: Beginner / Intermediate
Audience: IT PRO / CRM Support
Description:
If you’re looking for a quick opportunity to identify how you can configure your CRM application to better support your constituents, then don’t miss this class. In this half-day class, Larry Lentz, CRM MVP, will review in detail how to use and what you can do with Jscript, I-frames, and form events to customize the forms in CRM. We’ll walk through specific examples with hands-on opportunities to practice these valuable options.
Efficient and Effective Javascript
Code: CRMSDKJ
Instructor: Chris Condron
Level: Intermediate / Advanced
Audience: IT PRO / CRM Support
Description:
Join Chris Condron for a detailed look at how to move beyond code snippets and leverage a common and consistent approach to JavaScript in customizing CRM forms. We will cover the following with specific examples and patterns:
> Use of reusable code in common libraries, including:
- Hide & display any screen element
- Dynamic form changes
- OnChange and other events
- Calls to the CRM service
- Leveraging hidden fields & tabs for performance
> Organization of JavaScript files
> Using Visual Studio and IntelliSense
> Efficient ways to write & test JavaScript
> How and when to use calls to CRM from JavaScript
Some experience with using JavaScript in CRM Dynamics 4.0 will be helpful.
Plug-in Development Leveraging SDK 12 Advanced Developer Extensions
Code: CRMPLUG
Instructor: Chris Condron
Level: Intermediate / Advnced
Audience: IT PRO / CRM Support
Description:
There’s a lot changing with plug-ins so make sure you’re up to speed. In this content rich class, Chris Condron will cover general patterns and practices of plug-in development, as well as ways to leverage the Advanced Developer Extensions in your plug-in development. Learn how to greatly increase efficiency and reduce the lines of code required by a huge amount. Topics covered include:
> Types of Plugin base classes and why to use them
- Per entity and per method approaches
- Common Logging
- Common error handling
> Patterns and approaches to standard tasks demonstrating
- Extension methods to simplify code
- When to use pre & post events
- Handling states changes
> The fundamentals of using the Advanced Developer Extensions in a plugin environment
- Data context creation and the data cache
- Lambda expressions
- Standard functions: CRUD operations, Typed entity creation, and Creating relationships
A general knowledge of plug-in development and/or Linq will be helpful.
Intermediate Reporting in CRM 4.0
Code: CRMIRPT
Instructor: Kim Johnson
Level: Intermediate
Audience: CRM Support / IT PRO
Description:
Learn when to use Explicit Filtering and Automatic Pre-filtering when creating new reports so users can filter the report within CRM. Have you wanted to use a stored procedure in your report but not been able to get it to run properly in CRM? Have you wondered why you would need to use the SSRS Data Connector or tried to run a report directly from SSRS after installing in but the credentials you enter fail? This session will go over the CRM specific tips to running custom reports in CRM 4.0.
Beginning Reporting and Analytics
Code: CRMBRPT
Instructor: Mike Hammons
Level: Beginner
Audience: CRM Support / IT PRO / Analyst
Description:
Do you have questions regarding building and modifying custom reports for CRM? How about creating dashboards with analytics capability? The good news is that, yes, you can do it. Join this session to learn how to create and modify reports and dashboards with minimal SQL training, no formal SSRS training, and no need to be a programmer or a SQL DB Admin. Join Mike Hammons for this invaluable session, where he'll cover how to develop reports using advanced find, the report wizard, dynamic pivot tables, and other tips and tricks.
Deploying Dashboards with Tools You Already Own
Code: CRMDASH
Instructor: Mike Hammons
Level: Beginner / Intermediate
Audience: CRM Support / IT PRO / Analyst
Description:
Learn how to take advantage of the tools and applications you probably already own to create insightful and understandable dashboards. In this learn by doing session, Mike Hammons will help you create some example dashboards with Excel, PowerPivot, Reporting Services and SharePoint using your CRM Dynamics data. We will also cover why dashboards are important and how they can be used to help make better business decisions.