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    8969 a 01 8969 a 01 Document Transcript

    • Chapter 1: Extensibility Overview CHAPTER 1: EXTENSIBILITY OVERVIEW Objectives The objectives are: • Understand how Microsoft Dynamics CRM is designed to be extended. • Tried Removing Lesson Objetive for Extensibility Features • Examine the skills developers will use to extend Microsoft Dynamics CRM. • Identify the resources that are available to support developers. Introduction Microsoft Dynamics® CRM is designed for extensibility. Business applications must support the specific business practices and interconnected processes that are unique to each business. The unique requirements of each implementation require capabilities that allow the application to enable solutions that meet the needs of the organization. This course provides an introduction to the following courses with a high level overview of features provided to extend Microsoft Dynamics CRM 4.0. 1-1
    • Extending Microsoft Dynamics® CRM 4.0 Microsoft Dynamics CRM Design Focus Microsoft Dynamics CRM is designed to enable two key concepts: • Affordable Adaptability • Adaptive Process Affordable Adaptability Microsoft Dynamics CRM enables an organization to achieve a CRM solution that fits its unique needs at an affordable cost. It is designed to: • Work the way you do. Microsoft Dynamics CRM is tightly integrated with Microsoft® Office and Microsoft® Office Outlook®. It overcomes possible adoption issues by providing CRM features and functionality in a manner that is familiar to the Microsoft applications many organizations already use. • Work the way your business does. Microsoft Dynamics CRM 4.0 introduces several new features in addition to the CRM features included in earlier versions. These new features include the following: o Multi-Currency o Multilingual User Interface o Multi-Tenancy o New entity relationship types, including Many-to-Many relationships o Improved Workflow and Reporting o Availability of Workflow maintenance to end-users o Improved Data Migration and Data Importation The core customization features of Microsoft Dynamics CRM allow for many features to be easily and inexpensively customized meeting the needs of most organizations. • Work the way technology should. Microsoft Dynamics CRM works the way an IT staff wants it to because it is based on proven, industry-standard Microsoft technology that is easy to learn and work with. For developers, the Software Development Kit (SDK) provides a deep integration with Microsoft® Visual Studio® .NET. By using IntelliSense and strongly typed classes, it allows for code to be developed more quickly and at a reduced cost. 1-2
    • Chapter 1: Extensibility Overview Adaptive Process Although Microsoft Dynamics CRM has introduced new features in version 4.0, no CRM product can ever create a solution to meet the needs of every organization without some configuration or extension. As a business evolves, its CRM solution must be adaptable to stay synchronized with the business. Microsoft Dynamics CRM is designed to be adapted to meet these requirements depending on the area of expertise for: • Non-Developers. The ability to create new entities in Microsoft Dynamics CRM, without the requirement to write custom code, enables businesses to customize Microsoft Dynamics CRM according to their own business model. Microsoft Dynamics CRM continues to allow for easy customizations of forms and views through an easy to use interface. Finally, Workflow tools in Microsoft Dynamics CRM can be used to create powerful automated business processes. • Developers. For developers, the adaptive process goes even further. It is much easier for developers to interact with the Microsoft Dynamics CRM Web services. The capabilities to include Plug-ins are improved with a new Plug-in model. Workflows can now use an extended set of .NET assemblies to provide more flexibility. Extensibility Features There are five features where a developer can extend the functionality of Microsoft Dynamics CRM: • Custom Workflow Activities • Plug-ins • Client-side scripting • Web service programming • Hosting custom Web pages within the Microsoft Dynamics CRM Web site NOTE: Developing Microsoft Dynamics CRM reports using SQL Server Reporting Services could be considered the fifth extensibility feature found in Microsoft Dynamics CRM 4.0. However, because that capability is primarily related to tools found within SQL Server Reporting Services, it is not included in this course. 1-3
    • Extending Microsoft Dynamics® CRM 4.0 Custom Workflow Activities A workflow action can be defined to include appropriate business logic. The assembly can accept parameters from the workflow that can be used in the business logic and return values to the workflow. There is almost no limit to what can be performed programmatically in the activity. As soon as the processing is finished, the activity can return data that can be included in additional logic in the workflow. Plug-ins Plug-ins are a way of adding custom business logic to the Microsoft Dynamics CRM system. A Plug-in component is a .NET assembly that contains custom Plug-in event handlers. These event handlers are registered with Microsoft Dynamics CRM and invoked when a particular event occurs on an entity in the system. The following are some actions that represent events: • Create • Update • Delete • Assign • Retrieve The assembly can access information about the object that the action is being performed on and include that information in the logic and actions that are contained in the assembly. There are two types of Plug-ins in Microsoft Dynamics CRM: • Pre-event plug-in. A pre-event plug-in is invoked by the system in response to an event, but before the event is processed by the system. For example, a PreCreate Plug-in is invoked before a new entity instance is created. This provides an opportunity to work with the data before it is saved to the database. This provides opportunities to: o Create record numbers. o Perform Address verification. o Populate fields not exposed to the user. • Post-event plug-in. A Post-event plug-in occurs after the action is completed in Microsoft Dynamics CRM. Data from the object that the action is performed on can be passed to the assembly to use in logic and additional actions performed by the assembly. A Post- event plug-in is typically used to initiate integration with another system. 1-4
    • Chapter 1: Extensibility Overview Client-side Scripting Client-side scripting includes the capabilities to perform business logic and actions from the Microsoft Dynamics CRM Web or Outlook clients. It also includes capabilities to add the user interface elements to integrate Microsoft Dynamics CRM with other applications. Including business logic and actions on the client allows for immediate processing without requiring the user to save a record. It uses the user's computer instead of the server. This results in immediate processing and improved performance. Client-side scripting supports the use of JScript code to Microsoft Dynamics CRM forms. The Microsoft Dynamics CRM SDK provides a scripting guide that documents how to write and add JScript to read and set data values stored in form fields. These scripts are added to a form in the Form Customization area and are invoked in response to one of the following form or field related events: • OnSave • OnLoad • OnChange Custom buttons, menus, navigation items, and IFrames can also be added to integrate new capabilities into Microsoft Dynamics CRM. Web Service Programming All the extensibility features mentioned enable actions performed in Microsoft Dynamics CRM to initiate custom business logic and perform actions to extend Microsoft Dynamics CRM's capabilities. Web service programming enables other applications to interact with Microsoft Dynamics CRM. These applications can include the assemblies included in workflow or Plug-ins, and they can also be ISV solutions or integrations with other business applications. Or they can be a small executable that performs a specific regularly scheduled task. Custom Web Pages Microsoft Dynamics CRM supplies a mechanism whereby custom Web pages can be hosted within the Microsoft Dynamics CRM Web site. Links to these custom pages can be added in several places within the Microsoft Dynamics CRM application. The custom Web pages can perform actions against the Microsoft Dynamics CRM data using Microsoft Dynamics CRM Web services, or can form an interface to data in separate applications. 1-5
    • Extending Microsoft Dynamics® CRM 4.0 Required Skills To use all the extensibility features for Microsoft Dynamics CRM a developer needs the following skills: • Developing .NET-connected applications by using Visual Studio • JScript • DHTML • XML • Transact - SQL • Using the Microsoft Dynamics CRM Customization features • Using the Microsoft Dynamics CRM Web services. Developing .NET-connected applications using Visual Studio To create plug-ins or custom workflow activities, developers must be able to use a .NET language such as Visual Basic .NET or C#. Other .NET languages may also be used. Technically, .NET-connected applications can be developed and compiled without Visual Studio . Given the advantages that Visual Studio provides, it is expected that most developers will use it. JScript Client-side scripting must use JScript . JScript is the Microsoft implementation of the ECMA 262 language specification. With only minor exceptions JScript is a full implementation of the ECMA standard. NOTE: VBScript cannot be used in Client-side scripting. DHTML DHTML refers to capabilities to work with the Document Object Model (DOM) in a browser by using style sheets and JScript code. When performing Client-side scripting with Microsoft Dynamics CRM, developers reference and set values for objects in the CRM forms and grids. These objects are displayed within Microsoft® Internet Explorer or within HTML pages displayed in Outlook. 1-6
    • Chapter 1: Extensibility Overview XML Microsoft Dynamics CRM is built upon XML and a developer should understand how to work with XML documents manually and programmatically. Transact-SQL Opportunities to use Transact-SQL in Microsoft Dynamics CRM are limited, but there are some tasks which may require it, such as writing custom reports. There are opportunities to retrieve data from specific SQL Server database views within Microsoft Dynamics CRM. Using Transact-SQL to insert, update, or delete records in the Microsoft Dynamics CRM database is not supported; these operations must be performed by using the Microsoft Dynamics CRM Web services. Using Microsoft Dynamics CRM Customization Features The Microsoft Dynamics CRM application includes several core customization features. These include the following: • Form Customization • View Customization • Creating custom Entities • Creating custom entity Attributes • Defining custom entity Relationships • Creating Workflow rules • Configuring Event code This course assumes that participants have completed the prerequisite Microsoft Dynamics CRM Customization and Configuration training offering or have equivalent experience. Details on how to perform these tasks is not included in this course. Using Microsoft Dynamics CRM Web Services This course is designed to help developers learn how to use the Microsoft Dynamics CRM Web services and other skills relevant to extending Microsoft Dynamics CRM. 1-7
    • Extending Microsoft Dynamics® CRM 4.0 Resources There are several resources available for developers. There are several resources available for developers; currently these are the most important. • Microsoft Dynamics CRM SDK • Microsoft Dynamics CRM Communities • MSDN Code Gallery • MSDN Technical Articles • Microsoft Dynamics CRM Technical and Developer Support • Extending Microsoft Dynamics CRM Certification Exam • ISV Application Certification • Microsoft Dynamics CRM Implementation Guide • Microsoft SQL Server Reporting Services Microsoft Dynamics CRM SDK The Microsoft Dynamics CRM 4.0 SDK is the most important and definitive resource for extending Microsoft Dynamics CRM. The Microsoft Dynamics CRM SDK is frequently updated. Therefore, it is recommended to check periodically to see whether a new version is going to be released. The online SDK is available at http://msdn2.microsoft.com/en- us/library/bb928212.aspx It is also available as a downloadable executable file from http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9- 41E0-8EC1-A2662AAE9DFB&displaylang=en The Executable file extracts files and folders described in the following table: Resource Description SDKReadme.htm Contains release notes. CrmSdk4_0.chm The documentation Help file for the SDK. Binmsidcrl40.dll Types and methods needed for Windows Live (formerly called Passport) authentication. Client Sample code to demonstrate key topics for the client programming guide. 1-8
    • Chapter 1: Extensibility Overview Resource Description CRM4 UX Design Guide.pdf User interface design guide to help build applications that are visually consistent with Microsoft Dynamics CRM Server Sample code to demonstrate key topics for the server. Tools Tools used for plug-ins. Walkthroughs Sample code that accompanies step-by-step instructions. LicenseTerms.doc The Microsoft Software License Terms for the SDK. BinMicrosoft.Crm.Sdk.dll Types and methods needed for developing plug-ins and workflows. BinMicrosoft.Crm.SdkTypeProxy.dll Types and methods needed for developing plug-ins and workflows. Binmsidcrl40.dll Types and methods needed for Windows Live (formerly called Passport) authentication. Installing the SDK allows it to be viewed from Visual Studio .NET 2005. The Help file cannot be viewed from Visual Studio 2005. The SDK provides sample code of several Server and Client-side scripting examples in addition to helper code that can make the development experience easier. Web service programming examples are provided in both Visual Basic .NET and C#. Microsoft Dynamics CRM Communities There are several communities related to Microsoft Dynamics products and these can be accessed from the Microsoft Dynamics Web site. Included in this is the Microsoft Dynamics CRM Developer community at http://forums.microsoft.com/Dynamics/ShowForum.aspx?ForumID=489&SiteID =27.microsoft.com/newsgroups/default.aspx. 1-9
    • Extending Microsoft Dynamics® CRM 4.0 MSDN Code Gallery The MSDN Code Gallery provides another type of community with advanced capabilities. There are message boards on more targeted topics than the communities’ page and users can post code and projects for others. There are also links to several different resources that include Blogs, and technical articles. To use the MSDN Code Gallery, visit the following Web site: http://code.msdn.microsoft.com/Project/ProjectDirectory.aspx?TagName=CRM Microsoft Dynamics CRM Technical and Developer Support There are several available service plans for technical support for Microsoft Dynamics CRM. Refer to http://www.microsoft.com/dynamics/crm/support/serviceplans.mspx for more information. In the Microsoft Dynamics CRM Technical Support team there is a group dedicated to supporting developers. If a technical support request involves the Microsoft Dynamics CRM SDK, the request is routed to them. Extending Microsoft Dynamics CRM Certification Exam The primary training course prepares a developer with a good understanding of methods to extend Microsoft Dynamics CRM and leads to the Extending Microsoft Dynamics CRM certification exam. This certification allows for an individual to demonstrate to employers and customers that they have the knowledge and skills required to develop extensions to Microsoft Dynamics CRM. This exam is required for the Microsoft Business Solutions Certified Master - Microsoft Dynamics CRM Developer certification. For more information about the Microsoft Business Solutions Certified Master - Microsoft Dynamics CRM Developer certification refer to: https://mbs.microsoft.com/partnersource/communities/training/Certifications/exa mpreparation/MBS_Master_CRM_Dev.htm ISV Application Certification Independent Software Vendors (ISVs) who create an application for re-sale should have their solution certified. This certification is performed by an independent testing company. The primary criteria are that the solution uses only supported methods. It does not certify the solution for suitability of purpose. 1-10
    • Chapter 1: Extensibility Overview When a solution uses only supported methods, organizations who install it can be assured that it is upgradeable to future versions of Microsoft Dynamics CRM. Microsoft Dynamics CRM Implementation Guide The Microsoft Dynamics CRM Implementation Guide is available from the Microsoft Download Center. The Implementation Guide consists of: • The Installation Guide: Which provides information about installing and troubleshooting Microsoft Dynamics CRM. • The Planning Guide and tools: Which is a guide through several planning tools that consist of spreadsheets, flowcharts and worksheets that help to plan and execute a Microsoft Dynamics CRM Implementation. Microsoft SQL Server Reporting Services This course does not focus on opportunities to develop or customize Microsoft SQL Server Reporting Services Reports for Microsoft Dynamics CRM. For training on Microsoft SQL Server Reporting Services refer to the Microsoft Learning Course “Designing a Reporting Solution Architecture using Microsoft SQL Server 2005 Reporting Services” http://www.microsoft.com/learning/syllabi/en-us/2797bfinal.mspx. The Microsoft Dynamics CRM SDK includes the Report Writers Guide that provides information a report writer can use to create or customize Microsoft Dynamics CRM reports. Summary This course introduced the following: • Microsoft Dynamics CRM Extensibility features. • How Microsoft Dynamics CRM is designed to be extended. • The four main extensibility features for developers. • The skills that developers need. • Several resources for developers. 1-11
    • Extending Microsoft Dynamics® CRM 4.0 Test Your Knowledge 1. You want to give non-developers the option to apply custom business logic during an automated process. What Microsoft Dynamics CRM feature lets you do this? ( ) Plug-ins ( ) Web service programming ( ) Client-side scripting ( ) Custom Workflow Activities 2. You want to develop an integration between Microsoft Dynamics CRM and another business system. When a record is created or updated in Microsoft Dynamics CRM, you want that data to be synchronously added or updated in the other system. What Microsoft Dynamics CRM feature is the best choice to achieve this? ( ) Plug-ins ( ) Web service programming ( ) Client-side scripting ( ) Custom Workflow Activities 3. You want to include some data validation in Microsoft Dynamics CRM that will prevent users from saving a record that does not meet specified criteria. These criteria depend on data found in the record. Which of the following represent ways this can be achieved? Select all that apply. (Select all that apply.) ( ) Plug-ins ( ) Web service programming ( ) Client-side scripting ( ) Custom Workflow Activities 4. You want to develop an integration between another business system and Microsoft Dynamics CRM. When a record is created or updated in the other Business system, you want that data to be added or updated in Microsoft Dynamics CRM. What Microsoft Dynamics CRM feature is the best choice to achieve this? ( ) Plug-ins ( ) Web service programming ( ) Client-side scripting ( ) Custom Workflow Activities 1-12
    • Chapter 1: Extensibility Overview 5. Which of the following programming languages can be used to develop assemblies that can be executed from Workflow? Select all that apply. (Select all that apply.) ( ) Visual Basic 6.0 ( ) Visual Basic .NET ( ) C# ( ) C++ 6. Which language is used in Client-side scripting in Microsoft Dynamics CRM? ( ) C# ( ) Visual Basic .NET ( ) JScript ( ) VBScript 7. If you want to download some sample code for Microsoft Dynamics CRM, or want to upload some code you have written, which resource can you use? ( ) Microsoft Dynamics CRM Communities ( ) Microsoft Download ( ) MSDN Code Gallery ( ) MSDN Communities 1-13
    • Extending Microsoft Dynamics® CRM 4.0 Quick Interaction: Lessons Learned Take a moment and write down three key points you have learned from this chapter: 1. 2. 3. 1-14
    • Chapter 1: Extensibility Overview Solutions Test Your Knowledge 1. You want to give non-developers the option to apply custom business logic during an automated process. What Microsoft Dynamics CRM feature lets you do this? ( ) Plug-ins ( ) Web service programming ( ) Client-side scripting (•) Custom Workflow Activities 2. You want to develop an integration between Microsoft Dynamics CRM and another business system. When a record is created or updated in Microsoft Dynamics CRM, you want that data to be synchronously added or updated in the other system. What Microsoft Dynamics CRM feature is the best choice to achieve this? (•) Plug-ins ( ) Web service programming ( ) Client-side scripting ( ) Custom Workflow Activities 3. You want to include some data validation in Microsoft Dynamics CRM that will prevent users from saving a record that does not meet specified criteria. These criteria depend on data found in the record. Which of the following represent ways this can be achieved? Select all that apply. (Select all that apply.) (√) Plug-ins ( ) Web service programming (√) Client-side scripting ( ) Custom Workflow Activities 4. You want to develop an integration between another business system and Microsoft Dynamics CRM. When a record is created or updated in the other Business system, you want that data to be added or updated in Microsoft Dynamics CRM. What Microsoft Dynamics CRM feature is the best choice to achieve this? ( ) Plug-ins (•) Web service programming ( ) Client-side scripting ( ) Custom Workflow Activities 1-15
    • Extending Microsoft Dynamics® CRM 4.0 5. Which of the following programming languages can be used to develop assemblies that can be executed from Workflow? Select all that apply. (Select all that apply.) ( ) Visual Basic 6.0 (√) Visual Basic .NET (√) C# ( ) C++ 6. Which language is used in Client-side scripting in Microsoft Dynamics CRM? ( ) C# ( ) Visual Basic .NET (•) JScript ( ) VBScript 7. If you want to download some sample code for Microsoft Dynamics CRM, or want to upload some code you have written, which resource can you use? ( ) Microsoft Dynamics CRM Communities ( ) Microsoft Download (•) MSDN Code Gallery ( ) MSDN Communities 1-16