Learn how to customize Dynamics CRM using code. A complete 4 hour video course available. 6 modules and 55 chapters. Microsoft Dynamics CRM/365 provides developers a flexible development platform which can be extended/customized using code and third party tools. For more study materials on Dynamics CRM/365 please reach out to us on training@magnifez.com To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com. Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782

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Contents
 Introduction to Extending Dynamics CRM
 Understanding Web Resources
 Jscript for Form Event Programming
 Develop Plug-ins
 Develop Custom Workflow activities
 Customize CRM Ribbons and Sitemap
 Develop Reports using Report Wizard and SSRS.
 Tools for Extending – Plugin Registration, SiteMap Editor

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Extending Dynamics CRM
 We do customize Dynamics CRM to meet customer requirements using
out-of-the-box (OOB) tools provided by the platform.
 Complex business requirements may require customizations beyond what
OOB tools can provide.
 In such scenario we would need to use Microsoft or 3rd party tools to
extend CRM.
 We can extend CRM by code – plugin and workflows activities as well as by
Scripting.

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xRM Platform
 xRM is the development platform that Dynamics CRM application is built
on.
 In xRM ‘x’ for anything ie; Relationship management for anything.
 The platform can be extended to any industry and domain that needs
Relationship Management.
Examples:
 Patient Relationship Management for Hospitals.
 Student Relationship Management for Institutions etc

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Why Custom Development is needed?
 Businesses identify more and more specific needs for analysing data,
supporting their customers, increasing sales etc
 Eager to find ways to be more cost effective and profitable in their
business.
 Want to find optimize their business processes.

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Methods to Extend CRM
 Form Scripting using JScript
 Plugin Development
 Custom Activities Development
 Ribbon Customization
 Sitemap Customization
 3rd Party Application Integration

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Skills needed for Extending Dynamics CRM
 .Net Programming
 Javascript
 HTML
 WCF
 XML

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Supported Vs Unsupported Customizations
Customizations that are recommended by Microsoft and that wont break any
code when you do upgrade.
Supported Customizations:
- APIs and Best code practises mentioned in CRM SDK.
- Codes which won’t break during upgrading CRM system.
- Ex: customizations using OOB features.

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Un-supported Customizations
 Unsupported by Microsoft Support team.
 These may break while upgrading CRM system
Examples:
 Interacting with the web application DOM elements using JavaScript
 Retrieving/updating data directly from database tables
 Changing the database tables, stored procedures, or views.

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Best Practices for Custom Development
Explains the best practises to follow when you do custom development that
and those are Supported Customizations.
 Performance best practices
 Customization best practices
 Security best practices
 ISV extensibility best practices
Link: https://msdn.microsoft.com/en-us/library/gg509027.aspx

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Best Practices for Custom Development
Performance best practices
 Use multiple threads
 Allow the system to create GUIDs
 Use early-bound types
 Write plug-ins that execute faster
Customization best practices
Using custom entities and attributes
When to use plug-ins vs. workflow?
What type of workflow is better?

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Software Development Kit for Dynamics CRM
 Dynamics CRM SDK contains resources that help us to develop code for
CRM.
 It includes different CRM APIs and helpful resources such as sample code
(both server-side and client-side) and a list of tools to facilitate CRM
development
 SDK contains an architectural overview of Microsoft Dynamics CRM, the
entity model, security model, web services, and sample code.
 It can be downloaded from Microsoft Dynamics CRM portal.

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Software Development Kit for Dynamics CRM
Dynamics CRM SDK contains:
 Basic DLLs for development
 Code Samples
 Templates
 Schemas
 Tools
 Documentation

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Thank You!
For complete course materials on Dynamics CRM/365 please contact us on
training@magnifez.com / +91 9739 222 782