Just wanted to send everyone a final note about the CRM Architect class that starts next week.

You may register using the following link:

https://www.eventbrite.com/e/becoming-a-dynamics-crm-architect-tickets-12744514185

Registration ends at 1:00pm CDT on Monday, August 25th.

The purpose of this class is to discuss the basic technical areas of expertise and skillsets that must be developed on your path to becoming a Dynamics CRM architect. In part, if not in full.

Much of the class involves group discussions for scenarios based on the requirements of real–world Dynamics CRM customers. We will discuss the requirements, the options, and finally the proper solution.

Finally, we will actually design, from scratch, a Dynamics CRM system for two separate customers.

 

Dates

Week 1: August 26th and August 28th

Week 2: September, 2th and September, 4th

Week 3: September, 9th and September, 11th

Week 4: September, 16th and September, 18th

Week 5: September, 23rd and September, 25th

Week 6: September 30th and October 2nd

Times

8:00am–10:00am CDT (UTC -5)

 

Cost

$2,495 per student

 

Agenda

 

Week 1: Introduction to the Dynamics CRM tools and technologies.

The two sessions of the first week will be exploring the tools and technologies that an architect needs to know and understand in order to properly select solutions for a given problem or requirement. The Tuesday session will focus on server–based technologies while the Thursday session will be focused on client technologies.

 

Week 2: Feature–based scenarios.

Week 3: Feature–based scenarios.

Week 4: Feature–based scenarios.

These sessions will consist of scenario–based training where we will review the requirements for a specific aspect of a customer’s CRM system, discuss the alternatives, and select what we feel is the proper solution to the problem. Each session will usually cover four scenarios but that will vary depending on the breadth of the requirement.

 

Week 5: Case study and system design. Scenario #1: Sarah’s Personal Concierge Service

Sarah has been a personal concierge for the past five years and would like to grow her business, bring on additional employees, while maintaining the personal feel that has made her in such demand.

 

Week 6: Case study and system design. Scenario #2: Billy Joe’s Oil and Gas Works

Billy Joe is an up and coming wildcatter who wants to build an oil and gas exploration company using cutting–edge technology and processes so he can get the most productivity with the lowest overhead possible.

Please let me know if you have any questions

I am holding another Dynamics CRM Plugin Development workshop next month. The goal of the class is for me to teach you everything I know about plugin development.

When:

Monday, September 15th through Thursday, September 18th. 1:00pm – 5:00pm CST each day.

 

Where:

Online using GoTo Meeting

 

What:

This is a hands-on workshop with each student provided their own virtual development environment for the duration of the class

 

Cost:

$895 per person (multi-student discounts available)

Note: Due to the interactive nature of this workshop, it will be limited to 10 students.

Eventbrite - Plug-in Development with Dynamics CRM (September)

 

Agenda:

  • Plugin architecture and design
    • The Dynamics CRM execution pipeline
    • The how, why, and where of plugging into Dynamics CRM
    • Performance considerations
    • Working in the sandbox
  • The development environment
    • Setup
    • Source control
    • Working in teams
  • Deploying plugins
    • To CRM
    • In a solution
    • To CRM Online (if applicable to the student population)
  • Debugging plugins
    • Synchronous vs. asynchronous
    • Full-trust vs. sandboxed
  • Custom activity architecture
  • Design features
  • Deployment
  • Asynchronous process monitoring
  • System job cleanup and maintenance
  • Open-lab time
  • Upgrade scenarios
  • Code-recovery of lost source plugin code

Thanks to our virtual development environments, the majority of our time will be spent actually designing and developing real-world plugins. Think labs. Lots and lots of labs.

Students will also be asked to bring one project with them that they would like to create while additional resources are available to them. This is strictly optional, but it is available.

In addition to the workshop materials, each student will receive additional tools and code templates to help increase their productivity as a Dynamics CRM plugin developer.

Finally, all students are free to keep any work produced during their lab-time as well as the tools and templates used in class.

Eventbrite - Plug-in Development with Dynamics CRM (September)

I am very excited to announce that my workshop on Dynamics CRM JavaScript Development is now ready. The goal of the class is for me to give you a very thorough introduction to using JavaScript within Dynamics CRM.

When:

Monday, September 8th through Thursday, September 11th. 1:00pm-5:00pm each day.

Where:

Online using GoTo Meeting.

What:

This is a hands-on workshop with each student provided their own virtual development environment for the duration of the class.

Cost:

$895 per person (multi-student discounts available)

Note: Due to the interactive nature of this workshop, it will be limited to 10 students.

 

Eventbrite - JavaScript Development with Dynamics CRM (September)

 

Student Prerequisite Knowledge:

  • Each student must have working knowledge of Dynamics CRM 2011.
  • Knowledge of JavaScript is also required.

Note: For those students that have not worked with JavaScript previously, a short introduction webinar will be conducted the week of September 1st (actual date TBD). Students attending this webinar will be expected to have completed the accompanying self-study materials before Monday's class begins. Everyone must be ready to run on Monday for the main class.

Agenda:

Each classroom day will run from 1:00pm to 5:00pm (CST) with the virtual environments available for student use until midnight of September 4th.

And thanks to our virtual development environments, the majority of our time will be spent actually developing JavaScript solutions for Dynamics CRM.

Think labs. Lots and lots of labs. And homework. There will be homework.

We'll cover the following topics:

  • Creating a development environment
    • Setup
    • Source control
    • Working in teams
    • Working with Visual Studio
  • Working with Web Resources
  • Working with Solutions
  • Working with Forms
    • JavaScript libraries
    • Form events
    • Form Event Handler Execution Context Reference
  • Working with the Xrm.Page Object Model
    • Working with Collections
    • Data operations
    • Tabs and Sections
    • Working with Controls
    • Working with iFrames
    • Working with Navigation Items
  • Ribbon button and JavaScript connection
  • Opening Dynamics CRM Forms and Web Resources via JavaScript
  • Using the XrmSrcToolkit to CRM-related data operations

We will be using about 75 of the methods found in the Xrm.Page object model so you should leave class with a fairly good understanding of where things are and how to access them.

If we have time, we will also cover some of the freely available JavaScript components that can be used to aid in your development efforts and to increase your user's productivity.

Students will also receive a draft copy of my upcoming book on Dynamics CRM JavaScript development along with sample code and utility web resources that should help you kick start your CRM JavaScript development efforts.

Please email me if you have any questions: mitch at crmaccelerators dot net

Eventbrite - JavaScript Development with Dynamics CRM (September)

Hi Everyone,

As was described in this week’s webinar, I’m holding the first Becoming a Dynamics CRM Technical Architect class starting at the end of this month.

Here are the specifics of the class:

 

Overview:

  • Six week duration
  • Two sessions per week
  • Two hours each session
  • Limited to 20 students
  • Cost: $2,495

Schedule:

Week Tuesday Thursday
1 August 26th August 28th
2 September, 2th September, 4th
3 September, 9th September, 11th
4 September, 16th September, 18th
5 September, 23rd September, 25th
6 September 30th October 2nd

Agenda:

  • Week 1: Dynamics CRM tools and technologies
  • Week 2: Feature–based scenarios
  • Week 3: Feature–based scenarios
  • Week 4: Feature–based scenarios
  • Week 5: Case study and system design (Scenario #1)
  • Week 6: Case study and system design (Scenario #2)

 

If you are interested in attending the Becoming a Dynamics CRM Architect class, which starts later this month, then please complete the following survey: 

http://www.xrmcoaches.com/becoming-a-crm-architect-class

Students will be selected on a first-come, first-served basis.  I am giving the webinar attendees first access.  The general announcement will be made tomorrow.

If you have any questions or comments, please let me know.

Thanks, Mitch

Hi Everyone,

On Tuesday, August 5th, I’ll be holding a free webinar to discuss the requirements for a person to make the move from being a Dynamics CRM user, administrator, or developer, into becoming an architect of Dynamics CRM business solutions.

Over the past year or so, I have been slowly assembling a class that would teach people to think and act like solution architects.  This will be the first public visibility into the process.

I am using this free preview to gather feedback and opinions about the direction I am taking, while I still have time to make changes to the processes and curriculum.

 

What to expect

In this webinar we will be discussing the basic technical areas of expertise and skillsets that must be developed on your path to becoming an architect.  In part, if not in full.

We will also be reviewing several CRM-related design scenarios which will highlight the types of things you need to consider when developing solutions for Dynamics CRM.

At minimum, I would expect you to come out of the webinar with at least a basic understanding of the types of questions that must be asked when designing Dynamics CRM-related solutions.

 

What I can use your help with

Feedback during the webinar will, of course, be accepted.  In addition, I will send out a survey afterwards to help gather additional data points.

 

Who should attend?

Anyone who would like to further their knowledge related to solving business problems using Microsoft Dynamics CRM.

 

Requirements

You must have working knowledge of Microsoft Dynamics CRM 4.0, 2011, or 2013. This is neither an Introduction to Microsoft Dynamics CRM or a development class, but you do need to know the capabilities of the product.

 

Sessions

I am actually holding three sessions to accommodate attendees from around the world:

 

Session 1: UTC+1

Tue, Aug 5, 2014 8:00 AM – 9:30 AM CDT

https://www4.gotomeeting.com/register/586154887

 

Session 2: UTC-5

Tue, Aug 5, 2014 1:00 PM – 2:30 PM CDT

https://www4.gotomeeting.com/register/821765311

 

Session 3: UTC+10

Tue, Aug 5, 2014 7:00 PM – 8:30 PM CDT

(this translates to 10:00am, Wednesday, August 6th, in Sydney, AU)

https://www4.gotomeeting.com/register/163590623

Hi Everyone,

To say the response to next week’s webinar was overwhelming would be putting it lightly:  I have attendees from 14 countries, spread around the globe.

Given such response, I have decided to add two new sessions to the webinar schedule for next week. This should:

  1. Help with time zone issues and to keep people from having to wake up in the middle of the night to attend.
  2. Give us a more intimate environment where everyone feels comfortable participating.

But wait, there’s more: I’ve also lengthened the webinar to 1.5 hours so that we have time for proper Q&A.

Here are the new sessions:

Session 1: UTC+1

Tue, Aug 5, 2014 8:00 AM – 9:30 AM CDT

https://www4.gotomeeting.com/register/586154887

 

Session 2: Original Session and Time

Tue, Aug 5, 2014 1:00 PM – 2:30 PM CDT

https://www4.gotomeeting.com/register/821765311

 

Session 3: UTC+10

Tue, Aug 5, 2014 7:00 PM – 8:30 PM CDT

(this translates to 10:00am, Wednesday, August 6th, in Sydney, AU)

https://www4.gotomeeting.com/register/163590623

 

If you wish to remain in the original session, then take no action. Should you wish to attend one of the new sessions, just click on the appropriate registration link above. Unfortunately, I have no way of automatically moving you from one webinar to another so you will need to repeat the sign–up process. I apologize for this inconvenience.

I will perform a data–cleanse over the weekend and remove anyone from the original session who has signed up for one of the new sessions to hopefully keep you from being bombarded by incorrect announcement emails.

Again, thank you for your interest and we’ll be talking next week!

Mitch

Hi Everyone,

On Tuesday, August 5th, I’ll be holding a free webinar to discuss the requirements for a person to make the move from being a Dynamics CRM user, administrator, or developer, into becoming an architect of Dynamics CRM business solutions.

Over the past year or so, I have been slowly assembling a class that would teach people to think and act like solution architects.  This will be the first public visibility into the process.

I am using this free preview to gather feedback and opinions about the direction I am taking, while I still have time to make changes to the processes and curriculum.

 

What to expect

In this webinar we will be discussing the basic technical areas of expertise and skillsets that must be developed on your path to becoming an architect.  In part, if not in full.

We will also be reviewing several CRM-related design scenarios which will highlight the types of things you need to consider when developing solutions for Dynamics CRM.

At minimum, I would expect you to come out of the webinar with at least a basic understanding of the types of questions that must be asked when designing Dynamics CRM-related solutions.

 

What I can use your help with

Feedback during the webinar will, of course, be accepted.  In addition, I will send out a survey afterwards to help gather additional data points.

 

Who should attend?

Anyone who would like to further their knowledge related to solving business problems using Microsoft Dynamics CRM.

 

Requirements.

You must have working knowledge of Microsoft Dynamics CRM 4.0, 2011, or 2013. This is neither an Introduction to Microsoft Dynamics CRM or development class, but you do need to know the capabilities of the product.

 

Please let me know if you have any questions or comments.

Thanks, Mitch

 

Space is limited.
Reserve your Webinar seat now at:
https://www4.gotomeeting.com/register/821765311

Title:

Becoming an Dynamics CRM Technical Architect

Date:

Tuesday, August 5, 2014

Time:

1:00 PM – 2:00 PM CDT

After registering you will receive a confirmation email containing information about joining the Webinar.

System Requirements
PC-based attendees
Required: Windows® 8, 7, Vista, XP or 2003 Server

Mac®-based attendees
Required: Mac OS® X 10.6 or newer

Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet

Hi Everyone,

I just wanted to remind you that registration for the Extending Microsoft Dynamics CRM 2013 workshop ends on Thursday, July 17th at 10:00am CDT.

For more information about this workshop, please review the following:

http://www.infinite-x.net/2014/07/01/extending-dynamics-crm-2013-workshop

http://www.infinite-x.net/2014/07/08/why-you-should-be-attending-the-extending-dynamics-crm-workshop

When you’re ready to register, just click this button:

Eventbrite - Extending Dynamics CRM 2013

 

Thanks and I’ll be talking to some of you next week.

Mitch

A new version of SnapShot! for Dynamics CRM is available so if you are needing to produce the ultimate set of documentation for your Dynamics CRM organization, you should check it out.

Here are the changes found in v3.3:

New Reports:

  • Personal Settings have been added to the Main Report. This report contains the relevant settings from a user’s personal options configuration.
  • User Email Settings have been added to the Main Report.  This report contains information specific to a user and the various email–related settings they may have. This report was created to help me troubleshoot user’s email configuration issues at one of my customers.

 

Updates:

  • The new security privileges added to the Dynamics CRM 2013 Spring Wave (SO1) have been added to the security role reports.

 

Bug Fixes:

  • An issue was corrected related to the user counts per security role. Depending on how you generated the SnapShot! Reports, these counts could sometimes be reported as zeroes.

 

For More Information:

Visit the SnapShot! product page:

http://www.crmaccelerators.net/products/snapshot-for-dynamics-crm

You can download a sample report here:

http://www.crmaccelerators.net/downloads/SnapShotSampleReports

I thought I’d put together a few reasons why you, the Dynamics CRM developer, should be attending my Extending Dynamics CRM 2013 workshop on July 21st.

 

Reason #1: Hands-on Instruction

Can you type?  Good; because you’ll be doing a lot of exercises.

While I like to hear the sound of my own voice, nothing beats practical practice and all of my courses have lots and lots of labs.

 

Reason #2: The Goodies

My main job is Dynamics CRM architecture and development. I have lots of tools that help me do my job and I share some of those with my development students.

Mostly they are code samples and frameworks to help you become more productive as a Dynamics CRM developer.

 

Reason #3: What Other People Have To Say

Don’t take my word for it, here are what some former students had to say about the workshops they attended:

Mitch’s Plug-in Development workshop helped me get out of the gate and a good way down the path of C# development for Microsoft Dynamics CRM – including both Plug-ins and Workflow Assemblies.

Mitch is an excellent instructor who responds to all questions and helps people along at their own pace. 

I highly recommend this workshop for anyone who is looking to get into the Microsoft CRM development game. It will accelerate your process and save you more than enough time to pay for itself.

Aron F.

Your class was an eye opening experience.  In addition to learning about Plug-In Development this class exposed me to so many other aspects of Microsoft Dynamics CRM that I was not aware of.

Marlon R. Joseph

Application Analyst III

Houston Baptist University

I found Mitch Milam’s workshop to be a great way to jump-start my plug-in development.  Besides presenting class material in such a way that it was easy to comprehend, Mitch also provided Visual Studio templates.  These templates proved to be extremely useful because they take care of the necessary plumbing when writing plug-ins, speeding up the development time.  Additionally, the labs we worked on in class covered real-life scenarios directly applicable to my day-to-day work.  In fact soon after the workshop, I solved a business problem by building a plug-in that was based on one of the labs we worked on in class.

Natalya Pinsker

Baltimore, MD,

 

Reason #4: There Are Only 15 Student Openings

As I mentioned, this is all hands-on so I have to put a limit to the number of students that can be part of the class.  15 people is at the upper limit of my typical classroom size, but since Microsoft doesn’t offer this course as Instructor-led, I want to make sure I can get as many people trained as possible.

 

Reason #5: A Bonus. Maybe.

I have a Dynamics CRM Architecture course under development and if I get enough students in the Extending course, I might just give you a free preview the week of July 28th.

 

So, what are you waiting for?

Sign up today. Review the original announcement for more information and a link to the registration page:

http://www.infinite-x.net/2014/07/01/extending-dynamics-crm-2013-workshop

And drop me a line if you have any questions:

mitch at xrmcoaches dot com

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