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Introduction


INTRODUCTION TO EXTENDING MICROSOFT
DYNAMICS ® CRM 4.0
              Training is a vital component of retaining the value of your Microsoft
              Dynamics™ CRM investment. Quality training from industry experts helps keep
              you updated on your solution and develops skills to maximize the value of your
              solution. Whether choosing E-Learning, instructor-led training, or self-paced
              study using training materials, there is a type of training that meets your needs.
              Additionally, validate your training and demonstrate your expertise with one of
              many certifications for Microsoft Dynamics. Choose the training or certification
              type that best enables you to stay ahead of the competition.

E-Learning
              Online training for Microsoft Dynamics products helps you increase your
              productivity without spending time away from your home or office. E-Learning
              allows you to learn at your own pace through flexible access to training, therefore
              proving beneficial for those lacking the time or budget to travel. E-Learning are
              online training courses designed to cover detailed concepts on specific product
              areas and allow you to:

                      •   Gain in-depth technical and business application training through
                          daily on-demand training.
                      •   Learn at your own pace - lessons can be stopped and restarted,
                          skipped or repeated.
                      •   Save time and increase your productivity.
                      •   Receive product knowledge comparable to instructor-led training
                          without the need for travel or time away from the office.
                      •   Gain beneficial training when preparing for Microsoft Dynamics
                          certification exams.
                      •   Find tips and tricks to show you how to increase productivity and
                          save time.
                      •   Learn about the changes in features and functionality of a new
                          Microsoft Dynamics product version.
                      •   Evaluate a new Microsoft Dynamics module or product.

Instructor-Led Training
              With instructor-led training, you can gain a solid foundation or refresh your
              knowledge in Microsoft Dynamics products and processes while learning from
              an expert in an interactive environment. With courses on a variety of topics, you
              can:

                      •   Follow demonstrations and attend presentations.
                      •   Receive hands-on product experience.


                                                                                              0-1
Extending Microsoft Dynamics® CRM 4.0

                         •   Participate in classroom activities and discussions with other
                             attendees.
                         •   Gain beneficial training when preparing for Microsoft Dynamics
                             certification exams.

Training Materials
                 Training materials can be ordered for the purpose of self-paced study. These
                 materials are comparable to courseware used with instructor-led training, and
                 enable you to:

                         •   Learn at your own pace, in your own time.
                         •   Refer to an abundance of tips, tricks, and insights.
                         •   Learn using a self-study format when preparing for Microsoft
                             Dynamics certification exams.

                 For selected training materials there are training material – local functionality
                 available which cover country specific features in the product. The training
                 material – local functionality add on to existing training materials and are
                 designed to teach local functionality within a given country. Please notice that
                 training material – local functionality are used only in conjunction with the
                 training material, not as stand-alone training materials

Certifications
                 Certifications help identify and distinguish an individual’s technical skill set
                 using a Microsoft Dynamics or related business product. Certifications for
                 Microsoft Dynamics are widely recognized by industry employers and provide an
                 objective validation of an individual’s knowledge. Organizations that employ
                 certified individuals benefit from a complete approach to learning – certified
                 individuals have higher skills retention and increased productivity. Organizations
                 can streamline their employee recruitment process and lower their external
                 support costs plus downtime by maintaining technically skilled employees by
                 requiring Microsoft Certified Business Management Solutions Specialist and
                 Professional certifications.

                 Microsoft Certified Business Management Solutions
                 Specialist
                 The achievement of this certification demonstrates an individual’s proficiency in
                 one module of a Microsoft Dynamics or related business product. Microsoft
                 Certified Business Management Solutions Specialists must pass a single
                 certification exam for a Microsoft Dynamics or related business product to earn
                 the title.




0-2
Introduction


             Microsoft Certified Business Management Solutions
             Professional
             The Microsoft Certified Business Management Solutions Professional is a
             premier certification where an individual has completed a pre-determined set of
             required and elective certification exams. These include certification exams for
             Microsoft Dynamics and related business products, as well as certification exams
             for other Microsoft technologies such as SQL Server. The pre-determined set of
             required and elective exams for this certification are focused on one of three
             specific knowledge areas – Applications, Developer, or Installation and
             Configuration – for one Microsoft Dynamics product. This certification
             demonstrates an individual’s broad and deep knowledge of a Microsoft
             Dynamics product — more knowledge than what is needed to achieve a
             Microsoft Certified Business Management Solutions Specialist title.

Certification Exam Preparation Guides
             To help prepare for a certification exam, Microsoft highly recommends the use of
             the certification exam preparation guides available for each exam. Certification
             exam preparation guides contain valuable information about a specific exam,
             including:

                     •   The target audience
                     •   Skills being measured
                     •   Time expected to take each portion of the exam
                     •   Pass rates and requirements
                     •   Question types and topics
                     •   Preparation tools, such as:
                         o   recommended training
                         o   supplemental learning resources
                         o   additional recommended skills

             Certification Exam Preparation Guides help you determine which learning
             options are appropriate to best prepare you for a certification exam. Microsoft
             does not expect or intend one course or type of training to be the sole preparation
             method for passing a certification exam. A combination of hands-on experience
             using the product and training are recommended certification exam preparation.
             Certification exam preparation guides are available through PartnerSource and
             CustomerSource.

Learning Plans
             Learning Plans can help you plan the best learning strategy for you and your
             organization. Learning plans illustrate module specific learning tracks that can
             be easily targeted towards specific roles. Learning plans also provide a learning
             track towards obtaining certifications. Learning plans can be found on both
             PartnerSource and CustomerSource,


                                                                                            0-3
Extending Microsoft Dynamics® CRM 4.0


                NOTE: For more information on E-Learning, instructor-led training, training
                materials and certifications for Microsoft Dynamics log in to PartnerSource or
                CustomerSource and visit Training & Certification.

Elements of Training Materials for Microsoft Dynamics
               Training Materials for Microsoft Dynamics products contain a number of
               sections or elements. Each chapter includes the following elements:

               Objectives
               Each chapter begins with a statement of the learning objectives for that chapter.
               Learning objectives are important because they inform you about what needs to
               be done to successfully complete the chapter.

               Introduction
               An introduction sets the stage for the learning to take place and prepares you with
               key statements of the chapter.

               Topics
               Chapters are split up into topic areas, usually according to the learning objectives
               for the chapter. This is especially beneficial in large chapters so that the
               knowledge and skills to be learned are split up into more manageable units.

               Test your Knowledge
               The Test your knowledge section consists of review questions for each chapter or
               topic and is designed to help reinforce learning concepts. Questions can be short
               answer, true and false, multiple-choice, fill-in-the-blank or any other type.
               Answers to questions are also provided.

               Conclusion
               The conclusion wraps up the chapter by highlighting the important parts of the
               chapter as well as providing a transition to the next chapter. The conclusion also
               offers an opportunity to refresh earlier learning.

               Labs
               Labs test your skills with the learning concepts presented and learned during a
               topic or chapter. Labs begin with a scenario paragraph which describes the
               business problem to be solved, and also sets the stage for the exercise. Solutions
               to the labs are also provided. Labs may be offered at different levels to
               accommodate the variety of skills and expertise of each student.
               Challenge Yourself!
               Challenge Yourself! labs are the most challenging. These exercises are designed
               for the experienced student who requires little instruction to complete the
               required task. This level of exercise states the business problem to be solved and
               describes the tasks the learner needs to complete.



0-4
Introduction

Need a Little Help?
These exercises are designed to challenge students while providing some
assistance. These exercises do not provide step-by-step instructions; however,
they provide the user with helpful hints and more information to complete the
lab.

We suggest you try the “Challenge Yourself!” labs first, and if you need help
completing the task, look to the information in the “Need a Little Help?” labs. If
additional assistance is required, refer to the “Step by Step” lab solutions located
in an Appendix.

Quick Interaction: Lessons Learned
At the end of each chapter within the Training Material for Microsoft Dynamics,
you will find a Quick Interaction: Lessons Learned page. This interaction is
designed to provide you with a moment to reflect on the material you have
learned. By outlining three key points from the chapter, you are maximizing
knowledge retention, and providing yourself with an excellent resource for
reviewing key points after class.




                                                                                0-5
Extending Microsoft Dynamics® CRM 4.0


About This Training Material
               This section provides you with a brief description of:

                       •   The training material
                       •   Audience
                       •   Suggested prerequisites
                       •   Training material objectives
                       •   Student materials

               Description
               This three-day instructor-led course provides students with the knowledge and
               skills to understand how Microsoft Dynamics CRM 4.0 can be extended. The
               course focuses on using the Microsoft Dynamics CRM 4.0 SDK. It also includes
               content on Microsoft Dynamics CRM Web Service programming, creating and
               configuring Custom Workflow Activities and Plug-ins, advanced client-side
               scripting, application integration capabilities and how to create a customer portal
               solution that connects Microsoft Dynamics CRM to the Internet.

               Audience
               This course is intended for Microsoft Dynamics CRM Implementation
               Consultants and
               Developers who understand how to use Microsoft Dynamics CRM. Participants
               will be
               working with object oriented programming principles in .NET programming
               languages as well as JScript for client-side programming.

               At Training Material Completion
               The key benefits of this course include hands-on experience extending Microsoft
               Dynamics CRM 4.0, as well as the opportunity to:

                       •   Understand how Microsoft Dynamics CRM 4.0 was designed to be
                           extended
                       •   Identify the most appropriate extensibility feature for a specific
                           solution
                       •   Understand how extensibility features relate to Microsoft Dynamics
                           CRM 4.0 Architecture
                       •   Use the Microsoft Dynamics CRM 4.0 Web Services
                       •   Create and Custom Workflow Activities
                       •   Create and configure Plugins for Microsoft Dynamics CRM 4.0




0-6
Introduction


Prerequisites
Students should have experience working with a .NET Development Language
(C# or VB.NET).

It is strongly recommended that students have completed the Microsoft
Dynamics CRM Customization and Configuration training or have equivalent
experience.

It is strongly recommended that students have a good understanding of Web
Development, including how client-side code interacts with the Internet Explorer
Document Object Model (DOM).

Students should also understand XML and how to manually modify an XML
document.




                                                                            0-7
Extending Microsoft Dynamics® CRM 4.0


               Student Objectives
               What do you hope to learn by participating in this course?

               List three main objectives below.

               1.




               2.




               3.




0-8

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  • 1. Introduction INTRODUCTION TO EXTENDING MICROSOFT DYNAMICS ® CRM 4.0 Training is a vital component of retaining the value of your Microsoft Dynamics™ CRM investment. Quality training from industry experts helps keep you updated on your solution and develops skills to maximize the value of your solution. Whether choosing E-Learning, instructor-led training, or self-paced study using training materials, there is a type of training that meets your needs. Additionally, validate your training and demonstrate your expertise with one of many certifications for Microsoft Dynamics. Choose the training or certification type that best enables you to stay ahead of the competition. E-Learning Online training for Microsoft Dynamics products helps you increase your productivity without spending time away from your home or office. E-Learning allows you to learn at your own pace through flexible access to training, therefore proving beneficial for those lacking the time or budget to travel. E-Learning are online training courses designed to cover detailed concepts on specific product areas and allow you to: • Gain in-depth technical and business application training through daily on-demand training. • Learn at your own pace - lessons can be stopped and restarted, skipped or repeated. • Save time and increase your productivity. • Receive product knowledge comparable to instructor-led training without the need for travel or time away from the office. • Gain beneficial training when preparing for Microsoft Dynamics certification exams. • Find tips and tricks to show you how to increase productivity and save time. • Learn about the changes in features and functionality of a new Microsoft Dynamics product version. • Evaluate a new Microsoft Dynamics module or product. Instructor-Led Training With instructor-led training, you can gain a solid foundation or refresh your knowledge in Microsoft Dynamics products and processes while learning from an expert in an interactive environment. With courses on a variety of topics, you can: • Follow demonstrations and attend presentations. • Receive hands-on product experience. 0-1
  • 2. Extending Microsoft Dynamics® CRM 4.0 • Participate in classroom activities and discussions with other attendees. • Gain beneficial training when preparing for Microsoft Dynamics certification exams. Training Materials Training materials can be ordered for the purpose of self-paced study. These materials are comparable to courseware used with instructor-led training, and enable you to: • Learn at your own pace, in your own time. • Refer to an abundance of tips, tricks, and insights. • Learn using a self-study format when preparing for Microsoft Dynamics certification exams. For selected training materials there are training material – local functionality available which cover country specific features in the product. The training material – local functionality add on to existing training materials and are designed to teach local functionality within a given country. Please notice that training material – local functionality are used only in conjunction with the training material, not as stand-alone training materials Certifications Certifications help identify and distinguish an individual’s technical skill set using a Microsoft Dynamics or related business product. Certifications for Microsoft Dynamics are widely recognized by industry employers and provide an objective validation of an individual’s knowledge. Organizations that employ certified individuals benefit from a complete approach to learning – certified individuals have higher skills retention and increased productivity. Organizations can streamline their employee recruitment process and lower their external support costs plus downtime by maintaining technically skilled employees by requiring Microsoft Certified Business Management Solutions Specialist and Professional certifications. Microsoft Certified Business Management Solutions Specialist The achievement of this certification demonstrates an individual’s proficiency in one module of a Microsoft Dynamics or related business product. Microsoft Certified Business Management Solutions Specialists must pass a single certification exam for a Microsoft Dynamics or related business product to earn the title. 0-2
  • 3. Introduction Microsoft Certified Business Management Solutions Professional The Microsoft Certified Business Management Solutions Professional is a premier certification where an individual has completed a pre-determined set of required and elective certification exams. These include certification exams for Microsoft Dynamics and related business products, as well as certification exams for other Microsoft technologies such as SQL Server. The pre-determined set of required and elective exams for this certification are focused on one of three specific knowledge areas – Applications, Developer, or Installation and Configuration – for one Microsoft Dynamics product. This certification demonstrates an individual’s broad and deep knowledge of a Microsoft Dynamics product — more knowledge than what is needed to achieve a Microsoft Certified Business Management Solutions Specialist title. Certification Exam Preparation Guides To help prepare for a certification exam, Microsoft highly recommends the use of the certification exam preparation guides available for each exam. Certification exam preparation guides contain valuable information about a specific exam, including: • The target audience • Skills being measured • Time expected to take each portion of the exam • Pass rates and requirements • Question types and topics • Preparation tools, such as: o recommended training o supplemental learning resources o additional recommended skills Certification Exam Preparation Guides help you determine which learning options are appropriate to best prepare you for a certification exam. Microsoft does not expect or intend one course or type of training to be the sole preparation method for passing a certification exam. A combination of hands-on experience using the product and training are recommended certification exam preparation. Certification exam preparation guides are available through PartnerSource and CustomerSource. Learning Plans Learning Plans can help you plan the best learning strategy for you and your organization. Learning plans illustrate module specific learning tracks that can be easily targeted towards specific roles. Learning plans also provide a learning track towards obtaining certifications. Learning plans can be found on both PartnerSource and CustomerSource, 0-3
  • 4. Extending Microsoft Dynamics® CRM 4.0 NOTE: For more information on E-Learning, instructor-led training, training materials and certifications for Microsoft Dynamics log in to PartnerSource or CustomerSource and visit Training & Certification. Elements of Training Materials for Microsoft Dynamics Training Materials for Microsoft Dynamics products contain a number of sections or elements. Each chapter includes the following elements: Objectives Each chapter begins with a statement of the learning objectives for that chapter. Learning objectives are important because they inform you about what needs to be done to successfully complete the chapter. Introduction An introduction sets the stage for the learning to take place and prepares you with key statements of the chapter. Topics Chapters are split up into topic areas, usually according to the learning objectives for the chapter. This is especially beneficial in large chapters so that the knowledge and skills to be learned are split up into more manageable units. Test your Knowledge The Test your knowledge section consists of review questions for each chapter or topic and is designed to help reinforce learning concepts. Questions can be short answer, true and false, multiple-choice, fill-in-the-blank or any other type. Answers to questions are also provided. Conclusion The conclusion wraps up the chapter by highlighting the important parts of the chapter as well as providing a transition to the next chapter. The conclusion also offers an opportunity to refresh earlier learning. Labs Labs test your skills with the learning concepts presented and learned during a topic or chapter. Labs begin with a scenario paragraph which describes the business problem to be solved, and also sets the stage for the exercise. Solutions to the labs are also provided. Labs may be offered at different levels to accommodate the variety of skills and expertise of each student. Challenge Yourself! Challenge Yourself! labs are the most challenging. These exercises are designed for the experienced student who requires little instruction to complete the required task. This level of exercise states the business problem to be solved and describes the tasks the learner needs to complete. 0-4
  • 5. Introduction Need a Little Help? These exercises are designed to challenge students while providing some assistance. These exercises do not provide step-by-step instructions; however, they provide the user with helpful hints and more information to complete the lab. We suggest you try the “Challenge Yourself!” labs first, and if you need help completing the task, look to the information in the “Need a Little Help?” labs. If additional assistance is required, refer to the “Step by Step” lab solutions located in an Appendix. Quick Interaction: Lessons Learned At the end of each chapter within the Training Material for Microsoft Dynamics, you will find a Quick Interaction: Lessons Learned page. This interaction is designed to provide you with a moment to reflect on the material you have learned. By outlining three key points from the chapter, you are maximizing knowledge retention, and providing yourself with an excellent resource for reviewing key points after class. 0-5
  • 6. Extending Microsoft Dynamics® CRM 4.0 About This Training Material This section provides you with a brief description of: • The training material • Audience • Suggested prerequisites • Training material objectives • Student materials Description This three-day instructor-led course provides students with the knowledge and skills to understand how Microsoft Dynamics CRM 4.0 can be extended. The course focuses on using the Microsoft Dynamics CRM 4.0 SDK. It also includes content on Microsoft Dynamics CRM Web Service programming, creating and configuring Custom Workflow Activities and Plug-ins, advanced client-side scripting, application integration capabilities and how to create a customer portal solution that connects Microsoft Dynamics CRM to the Internet. Audience This course is intended for Microsoft Dynamics CRM Implementation Consultants and Developers who understand how to use Microsoft Dynamics CRM. Participants will be working with object oriented programming principles in .NET programming languages as well as JScript for client-side programming. At Training Material Completion The key benefits of this course include hands-on experience extending Microsoft Dynamics CRM 4.0, as well as the opportunity to: • Understand how Microsoft Dynamics CRM 4.0 was designed to be extended • Identify the most appropriate extensibility feature for a specific solution • Understand how extensibility features relate to Microsoft Dynamics CRM 4.0 Architecture • Use the Microsoft Dynamics CRM 4.0 Web Services • Create and Custom Workflow Activities • Create and configure Plugins for Microsoft Dynamics CRM 4.0 0-6
  • 7. Introduction Prerequisites Students should have experience working with a .NET Development Language (C# or VB.NET). It is strongly recommended that students have completed the Microsoft Dynamics CRM Customization and Configuration training or have equivalent experience. It is strongly recommended that students have a good understanding of Web Development, including how client-side code interacts with the Internet Explorer Document Object Model (DOM). Students should also understand XML and how to manually modify an XML document. 0-7
  • 8. Extending Microsoft Dynamics® CRM 4.0 Student Objectives What do you hope to learn by participating in this course? List three main objectives below. 1. 2. 3. 0-8