Extending Dynamics CRM

CRMArchitecture

Extensible Points

JScript and Web Resources

Sitemap & Ribbon

Processes

Plugins

Custom workflow activities

Custom Actions

CRM Integration with third party app

Web Services

Discovery Service

Plugins

Messages and Stages

Pipeline

Impersonation

Debugging

Data Retrieval Techniques

Using Retrieve, RetrieveMultiple

Query Expression

FetchXML

LINQ

How to use execute method?

Custom Workflow Activities

Creating Custom workflow Activity Library

Using them in workflows

Lab

CRM to Console App Integration

New Simplified Authentication

Calling a Web Service

Lab

Sitemap and Ribbon

Editing Sitemap XML

Customizing Ribbon via Ribbon Tool

Installation

Prerequisites for installation

Minimum Windows Server 2008 Standard

Minimum SQL Server 2008 Standard

Deployment

Deployment Manager

Creating new Organizations

Redeployment and user mapping

Server-Side Synchronization

Replacement for Email Router

Can connect to Exchange or other s/w directly

Email Server Profile

Yammer Integration

What is Yammer?

Yammer’s Wall directly appear on CRM Dashboard

CRM Records can be followed by Yammer users

Configuring Yammer

SharePointIntegration

 CRM List Component SharePoint

Document Management Settings

Improvements in CRM 2013

Mobile

Browser and App

Enable in Entity Properties

Android, iPhone, Windows Phone Apps

IFD and Multi-factor authentication needed (Windows Server R2 only)

Can’t Switch Users

URL Redirection Don’t Work

Authentication& Security

Never Use Service Accounts for Integrations

Use least Privileged Accounts

Hash the passwords of configuration files

Encrypting sensitive data with SQL Transparent Data Encryption