Extending Dynamics CRM 2011

1. Extending Dynamics CRM 2011

2. Welcome to DayONE • Who is CRMUG? • The largest, independent user group for users of Microsoft Dynamics CRM • Why should I be a Member? • 200+ educational events annually • Peer to peer networking • Regional Chapters • Regular Conduits with Microsoft • Annual User Conference – CRMUG Summit

3. Extending Dynamics CRM 2011 Your Speakers • Daren Turner, darent@microsoft.com • Jim Steger, jsteger@sonomapartners.com

4. Agenda • Customization Enhancements • Solutions • Web Resources • Client Scripting • Plugins • REST • Resources • Q/A

5. Customization Enhancements

6. Customization Enhancements Enhanced Editor Component Tree View Fewer clicks and screens

7. Form Editor Drag-and-Drop UI Quickly add new fields and relationships Role-based forms Multiple forms per entity Header and Footer Add Sub Grids Navigation Editor Tabs Removed

8. Global Option Sets Picklists Re-use on forms and other entities

9. Additional Features • Auditing • Field Level Security • Custom Activities • Access form editor from application or settings • Filtered Lookups • Mobile Form Editor • Document Management • Queue Enabled • E-mail Enabled

10. Solutions

11. Solutions Management Solution lifecycle management Solution layering Managed or unmanaged solutions Cloud or on-premise support Solution Publishers

12. Solution Components Solutions are not required Possible to modify the default solution

13. Solution Types • Unmanaged • Container that holds references to other system components • Can be modified • Can be exported as unmanaged or managed • Deleting will only delete the solution record • Managed • Package components can not be modified • Individual components may be modified depending on configuration • Solution can not be exported • Can only be created by exporting an unmanaged solution as managed • Deleting will uninstall the solution and all the components within it • Can not be imported into the same environment from which it was created

14. Conflict Resolution Merge – (ribbons, forms, and site map) Top Wins – (All other components)

15. Solutions Demo Scenario

16. Solutions Demo Scenario

17. DEMO - SOLUTIONS

18. Solutions Demo Scenario Recap

19. Web Resources

20. Web Resources URL addressing Code Reuse Export/Import Programmatic Access Note: ASPX pages not supported (Server Side Execution)

21. Web Resource Types • Text • Web Page (HTML) • Style Sheet (CSS) • Style Sheet (XSL) • Script (Jscript) • Data (XML) • Image • PNG • JPG • GIF • ICO • Application • Silverlight (XAP)

22. Web Resource Types Relative Pathnew_/Images/error.jpg $webresource Directive$webresource:new_/Images/error.jpg Absolute Pathhttp://crmserver:5555/CRM/WebResources/new_/Images/error.jpg

23. Client Scripting

24. Form Scripting • Show and Hide UI Elements • Multiple controls per attribute • Backward compatibility with supported 4.0 scripting in upgraded solutions • Xrm.Page Namespace • Xrm.Page.context • Xrm.Page.data • Xrm.Page.ui

25. Form Events

26. Scripting Examples Hide Fields Hide Tabs Set Values

27. CRM 4.0 vs CRM 2011 Retrieving a field value Generate Authentication Header Note: CRM 4.0 Script is not converted during upgrade

28. CRM 4.0 vs CRM 2011 (cont.) Populating a lookup Note: CRM 4.0 Script is not converted during upgrade

29. Libraries Stored as Web Resources More than one handler for same event Can be used in the Ribbon Can access to Xrm.Page

30. DEMO – CLIENT Scripting

31. Plugins

32. Plugin Overview Custom Business logic integrated into platform Synchronous or Asynchronous Two Minute Timeout .NET Framework 4.0 Can be registered in Sandbox Tracing Service for sandboxed plugins Manage in Solutions

33. Event Pipeline Pre and Post Events Included in database transactions Organization Specific

34. Event Stages Five Stages Stage 10 and 50 are outside the transaction Stage 20 and 40 are part of transaction Stage 50 is CRM 4 only Stage 10: Pre-Validation and outside the database transaction Stage 20: Pre-Operation and inside the database transaction Stage 30: Platform Core Operation Stage 40: Post-Operation inside the database transaction Stage 50: Post-Operation outside the database transaction

35. Plugin Example References the SDK assemblies IPlugin Interface Execute Method Exceptions are WCF faults WCF Channel

36. Plugin Registration • Register in Isolation mode (Sandbox) • Location • Database • Disk • GAC

37. Plugin Registration • Message • Primary Entity • Impersonation • Configuration • Secure • Unsecure • Pipeline • Mode • Deployment Performance: Check to delete AsyncOperation if Status = Success

38. REST

39. REST Endpoints REST (Representational State Transfer) Endpoint for AJAX and Silverlight HTTP verbs (GET, POST, MERGE, DELETE) Uses WCF Data Services Framework Provides an Odata endpoint Scripting (Ajax, JSON, JQuery, XmlHttpRequest) Endpoints

40. Limitations • Create, Retrieve, Update and Delete actions on entity records only • No Execute method • Associate and Disassociate actions are performed as updates. • Authentication is only possible within the application • REST endpoint is effectively limited to JScript libraries or SilverlightWeb resources. • The OData protocol is not fully implemented. Some system query options are not available, such as $inlinecount, $count, and $format. • You cannot use late binding with managed code with Silverlight.

41. DEMO – REST ENdpoints

42. Resources

43. Resources • Microsoft CRM Developer Center / Forums • http://msdn.microsoft.com/en-us/dynamics/crm/ • http://social.microsoft.com/Forums/en-US/crmdevelopment/threads • Microsoft CRM SDK • http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69 • http://msdn.microsoft.com/en-us/library/gg309408.aspx • Microsoft CRM 2011 Developer Training Kit • http://www.microsoft.com/downloads/en/details.aspx?FamilyID=78498c29-28ac-440b-9c20-ec5da6ee6e98 • Microsoft Premier Field Engineering • http://pfedynamics.weebly.com/services.html • http://blogs.msdn.com/b/crminthefield/

44. Q&A

45. Extending Dynamics CRM 2011 Thanks for joining us! • Be sure to fill out session evaluations online or at designated stations • For more information: • www.CRMUG.com • programming@CRMUG.com • Janet.lampert@CRMUG.com