Category Archives: Dynamics CRM

Tips and techniques I've collected while working with Microsoft Dynamics CRM 3.0

Don't miss out on the ultimate Dynamics CRM Developer training experience

Ok, I called it a “bootcamp” but is this really a “boot camp?”  Probably not. I’m not making you get up a 04:00 and making you do push-ups till you pass out, but if I thought it would make you become a better Dynamics CRM developer, I probably would. Smile

But seriously, I think I have assembled the ultimate training experience for anyone who needs to train-up on the Dynamics CRM platform.

And also quite seriously, I am teaching you what I know and do for a living.

Sounds great! Sign me up!

The dates and format:

So this is not your normal developer class, in several respects:  In order to make as small an impact on your work week as possible, the class will only be running for a maximum of four hours per day, so that we can all get our normal work done while also beefing up our Dynamics CRM developer skills.

Here is the schedule:

Week 1:

Monday, August 1st, 1:00pm-5:00pm CDT

Introduction to the Dynamics CRM architecture and extensibility points
Basic SDK Operations (.NET)

Tuesday, August 2nd, 1:00pm-5:00pm CDT

Query Technologies: Using QueryExpression, QueryByAttribute, FetchXml, and LINQ (.NET)

Wednesday, August 3rd, 1:00pm-5:00pm CDT

Creating plugins

Thursday, August 4th, 1:00pm-5:00pm CDT

Creating custom workflow activities

Week 2:

Monday, August 8th, 1:00pm-5:00pm CDT

Working with the SiteMap and the Ribbon

Tuesday, August 9th, 1:00pm-5:00pm CDT

Working with Solutions

Wednesday, August 10th, 1:00pm-5:00pm CDT

Introduction to the Dynamics CRM JavaScript Object Model

Thursday, August 11th, 1:00pm-5:00pm CDT

Advanced Dynamics CRM JavaScripting techniques including using the Web API to manipulate Dynamics CRM data

Sounds great! Sign me up!

Need more information?

Review the original post for additional information and pricing.

or, Sounds great! Sign me up!

Free Webinar Friday: Introduction to Dynamics CRM Project Service Automation

This week’s webinar:

Introduction to Dynamics CRM Project Service Automation

Friday, Jul 29, 2016 10:00 AM Central Time (U.S.) (GMT-5:00)   Register here

In this webinar we will review the installation and configuration of the new Project Service Automation feature available for Dynamics CRM Online (Spring Release).

Registration for the Dynamics CRM Upgrade Strategies Deep Dive workshop closes today

I get a lot of upgrade questions and I’ve even done a few webinars on the topic. I thought it would be a good idea to package all that I have learned in the past few years upgrading my customers into a cohesive package that walks through the entire process from start to finish.

Overview:

In this workshop we'll perform a step-by-step review of the entire upgrade process including:

  • Building your development and testing environments
  • Database cleanup and preparation
  • User training strategies
  • Deployment risks and recovery procedures
  • Tools you should have in your toolbox
  • Performing code reviews and updates (.NET and JavaScript)
  • Analysis best practices

Depending on the audience, we will start with Dynamics CRM version 4 and work our way through the upgrade process to Dynamics CRM 2016.

Who Should Attend?

Anyone who is planning on upgrading to Dynamics CRM 2016 in the next few months will find much useful content. The goal is to provide you with the tools and awareness that will help make your upgrade a success. 

When:

Tuesday, July 26th, 2016 at 1:00pm (Central Time-US)

Class Duration:
3-4 hours

Cost Per Attendee:

$385 for a Standard ticket

or

$997 for the Plus ticket which includes the bonuses outlined below

Note: Due to the interactive nature of this workshop, this session is limited to 15 attendees.

Registration ends today at 5:00pm CDT on Friday, July 22th.

 

Sound Good? Click Here:  Yes! I am ready to Learn!

 

Bonuses:
In order to increase their level of success with their upcoming upgrade project, each attendee will receive single-organization licenses of each of my Dynamics CRM utilities:

This is a $1,539 value but your free just for attending the class!

Please let me know if you have any questions.

Update on Next week’s Dynamics CRM Upgrade Strategies Deep Dive workshop

I decided to add a ticket type for next week’s workshop that did not include licenses for my SnapShot!, Explorer!, and Transformer! applications.

We will still be discussing the use of these applications in the upgrade process, but they are not a requirement (just something that will make your life easier).

The new ticket price without the utilities is $385.

There will still be lots of great information and I really want this discussion to be interactive so I want you to come ready with questions you may have about your own upcoming upgrade.

Check out the original announcement for more information.

Announcing the August Dynamics CRM Developer Bootcamp

Course description

If you are looking to get started with Dynamics CRM development, and are looking for an instructor-led, hands-on workshop, then let me introduce you to the Dynamics CRM Developer Bootcamp.

This course provides an introduction to the technologies, tools, and processes required to turn a .NET developer into a Microsoft Dynamics CRM developer. In–depth coverage is provided for both client and platform technologies through the use of real–world lab scenarios. Students will also be exposed to the most current third–party tools to aid them in their development efforts and finally, each student will receive a collection of templates and code–libraries to jump–start their development efforts.

Is this course for me?

If you are a developer who is just starting your journey into Dynamics CRM development and who needs to gain an understanding of the technologies, processes, and tools required to be a Dynamics CRM developer, then the answer is Yes!

Likewise, if you have been thrown into Dynamics CRM development (either voluntarily or kicking and screaming) and need to fortify your knowledge, then this course is also for you.

Sounds great! Sign me up!

What you will learn:

The information covered is relevant to Dynamics CRM versions 2011 through 2016 (though some topics are specific to one version or the other). Here is what we cover:

  • Using the Dynamics CRM SDK with .NET to perform platform and query operations
  • How to create plugins and custom workflow activities
  • How and when to use the Dynamics CRM JavaScript object model
  • How to edit the Dynamics CRM SiteMap and the Ribbon components
  • How to create and use solutions effectively
  • You’ll also learn where to find, and how to use, the free tools available for both Dynamics CRM developers and administrators

Sounds great! Sign me up!

Your instructor:

This class is taught by Mitch Milam, ten–time Microsoft Most Valuable Professional for Dynamics CRM and an independent consultant specializing in Dynamics CRM architecture, development, and training.  This is your chance to learn from someone who has been developing with Dynamics CRM on a daily basis since Dynamics CRM version 3.0.

The dates:

In order to make as small an impact on your work week as possible, the class will only be running for a maximum of four hours per day, so that we can all get our normal work done.  Here is the schedule:

Week 1:

Monday, August 1st, 1:00pm-5:00pm CDT

Introduction to the Dynamics CRM architecture and extensibility points
Basic SDK Operations (.NET)

Tuesday, August 2nd, 1:00pm-5:00pm CDT

Query Technologies: Using QueryExpression, QueryByAttribute, FetchXml, and LINQ (.NET)

Wednesday, August 3rd, 1:00pm-5:00pm CDT

Creating plugins

Thursday, August 4th, 1:00pm-5:00pm CDT

Creating custom workflow activities

Week 2:

Monday, August 8th, 1:00pm-5:00pm CDT

Working with the SiteMap and the Ribbon

Tuesday, August 9th, 1:00pm-5:00pm CDT

Working with Solutions

Wednesday, August 10th, 1:00pm-5:00pm CDT

Introduction to the Dynamics CRM JavaScript Object Model

Thursday, August 11th, 1:00pm-5:00pm CDT

Advanced Dynamics CRM JavaScripting techniques including using the Web API to manipulate Dynamics CRM data

Prerequisites:

This is a developer course so you must know:

  • Visual Studio, .NET and C#
  • Have a familiarity with the Dynamics CRM product
  • Passing familiarity with JavaScript

Course format:

This is an Internet-based workshop. Classroom time and discussions will be facilitated using GotoWebinar and we will be using Dynamics CRM 2016 Online  for our development environments. This will allow for the completion of labs and homework without causing conflicts with the other students.

The investment:

The investment for a standard developer ticket is $2,995.

The standard developer ticket with an additional four hours of follow-on coaching is $3,495.

Discounts are available for multiple students and a payment plan is also available to help spread the cost.

Sounds great! Sign me up!

Bonuses:

Students will also receive the following tools and resources, valued at over $500. Here is what you get:

  • Single-organization license for SnapShot! for Dynamics CRM
  • Electronic copies of my Deep Dive book series: Plugin Development, Administration, Security, and Query Strategies
  • Templates and code libraries that I used in my everyday development efforts

New Workshop: Dynamics CRM Upgrade Strategies Deep Dive

I get a lot of upgrade questions and I’ve even done a few webinars on the topic. I thought it would be a good idea to package all that I have learned in the past few years upgrading my customers into a cohesive package that walks through the entire process from start to finish.

Overview

In this workshop we'll perform a step-by-step review of the entire upgrade process including:

  • Building your development and testing environments
  • Database cleanup and preparation
  • User training strategies
  • Deployment risks and recovery procedures
  • Tools you should have in your toolbox
  • Performing code reviews and updates (.NET and JavaScript)
  • Analysis best practices

Depending on the audience, we will start with Dynamics CRM version 4 and work our way through the upgrade process to Dynamics CRM 2016.

When:

Tuesday, July 26th, 2016 at 1:00pm (Central Time-US)

Class Duration:

3-4 hours

Cost Per Attendee:

$997USD

Note: Due to the interactive nature of this workshop, this session is limited to 15 attendees.

Register Here:

Eventbrite - Dynamics CRM Upgrade Strategies Deep Dive

 

Note: Registration ends at 5:00pm CDT on Friday, July 22th.

Bonuses:

In order to increase their level of success with their upcoming upgrade project, each attendee will receive single-organization licenses of each of my Dynamics CRM utilities:

This is a $ 1,539 value but your free just for attending the class!

 

Let me know if you have any questions: mitch at xrmcoaches dot com

Rescheduled: Word and Excel integration with Dynamics CRM 2016 webinar

Hi Folks,

Well, when it rains, it pours. Literally in my case today. We had a power outage which knocked out the Internet connection at my building so I had to cancel today’s Free Webinar Friday.

Since I’ve already got the month scheduled out, I’m having to make allowances. Here is what I came up with:

Word and Excel integration with Dynamics CRM 2016 (Session One)

In this webinar we'll review the Word and Excel integration features of Dynamics CRM 2016 as well as discuss the third-party integrations available.

Fri, Jul 22, 2016 7:00 AM – 8:00 AM CDT    Register here

Word and Excel integration with Dynamics CRM 2016 (Session Two)

In this webinar we'll review the Word and Excel integration features of Dynamics CRM 2016 as well as discuss the third-party integrations available.

Fri, Jul 22, 2016 11:30 AM – 12:30 PM CDT   Register here

 

Thanks and I hope to see you there.

Mitch

Next week’s Workshop: Dynamics CRM, JavaScript, Web Services, etc.

Hi Everyone,

I thought I would give you a bit more information on next week’s Dynamics CRM Developer workshop: Understanding Dynamics CRM JavaScript Web Service Technologies

A Bit of Background

There are currently two methods for implementing web-services calls into your Dynamics CRM JavaScript:

The Dynamics CRM 2011 Endpoint

The 2011 endpoint has been around since, well 2011 and Dynamics CRM 2011. It contains access points to perform both SOAP calls and REST calls to perform database operations. Most people use the 2011 endpoint for CRUD operations though you may do just about anything if you can create the correct SOAP packet.

WebAPI

With Dynamics CRM 2016, the team introduced a new WebAPI endpoint that contains the functionality of both the SOAP and REST endpoints and has been stated as being the future of API connectivity to Dynamics CRM for JavaScript (for sure) and possibly even .NET (at some point).

 

Why this Matters

Then, Microsoft announced last month that they would be deprecating the 2011 endpoint “sometime after version 9.” Dynamics CRM 2016 is version 8, so the next major release of Dynamics CRM would be version 9.

This means that at some point in the near-ish future, we’re going to have a bunch of code that no longer works.

 

Workshop Discussions

There are currently six libraries or technologies that allow you to perform web service calls against the 2011 endpoint and four that work with the new WebAPI.

In the workshop, I’ll be discussing:

  • Each of the libraries and technologies
  • What I feel are their strengths and weaknesses
  • Tools that will help you do your job (as a developer)
  • Preparing yourself for the path forward, past Dynamics CRM version 9
  • An additional framework that may help with the transition
  • Additional techniques that you may require to fully implement these libraries

 

Questions, Comments, Thoughts?

If you have any questions, then please let me know: mitch at xrmcoaches dot com

If not, then sign up for the workshop and join in on the discussions.

Understanding Dynamics CRM JavaScript Web Service Technologies

Thanks, Mitch