Dynamics CRM Training by http://learn-dynamics.com

1. Extending Dynamics
CRM

2. CRM
Architecture

3. Extensible
Points
 JScript andWeb Resources
 Sitemap & Ribbon
 Processes
 Plugins
 Custom workflow activities
 CustomActions
 CRM Integration with third party app

4. WebServices
Discovery Service

5. Plugins
 Messages and Stages
 Pipeline
 Impersonation
 Debugging

6. Data Retrieval
Techniques
 Using Retrieve, RetrieveMultiple
 Query Expression
 FetchXML
 LINQ

7. How to use
execute
method?

8. Custom
Workflow
Activities
 CreatingCustom workflow Activity Library
 Using them in workflows
 Lab

9. CRM to
ConsoleApp
Integration
 New SimplifiedAuthentication
 Calling aWeb Service
 Lab

10. Sitemap and
Ribbon
 Editing Sitemap XML
 Customizing Ribbon via Ribbon Tool

11. Installation
 Prerequisites for installation
 MinimumWindows Server 2008 Standard
 Minimum SQL Server 2008 Standard

12. Deployment
 Deployment Manager
 Creating new Organizations
 Redeployment and user mapping

13. Server-Side
Synchronizatio
n
 Replacement for Email Router
 Can connect to Exchange or other s/w directly
 Email Server Profile

14. Yammer
Integration
 What isYammer?
 Yammer’sWall directly appear on CRM Dashboard
 CRM Records can be followed byYammer users
 ConfiguringYammer

15. SharePoint
Integration
 CRM List Component SharePoint
 Document Management Settings
 Improvements in CRM 2013

16. Mobile
 Browser and App
 Enable in Entity Properties
 Android, iPhone, Windows Phone Apps
 IFD and Multi-factor authentication needed (Windows Server
R2 only)
 Can’t Switch Users
 URL Redirection Don’t Work

17. Authentication
&Security
 Never Use Service Accounts for Integrations
 Use least PrivilegedAccounts
 Hash the passwords of configuration files
 Encrypting sensitive data with SQLTransparent Data
Encryption