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Best way to customize MS Dynamics CRM 4.0 RRS feed

  • Question

  • Hi Everybody,

    I have been hired by a firm that wants me to support a system developed in MS Dynamics CRM 4.0.  Our vendor has customized the application but has become very expensive for even a minor changes.

    I have worked as an (AS/400) Analyst Programmer a few years back and my employer has sugested I undergo training so that I can be more responsive to the requirements of the business and complete tasks more cost effectively.

    I would welcome any suggestions on what I should focus on as areas of study e.g. programming languages and other courses I need to attend.

    Any thoughts on a rapid path to taking over this responsibility?

     

     


    - **** IF YOU CAN'T CONVINCE 'EM CONFUSE 'EM
    Thursday, December 23, 2010 6:37 AM

Answers

  • First thing to do would be get to grips with configuration. That is, making changes through the client interface. There is a cert course for this. There is also the 'Getting Started With CRM' book which will assist greatly.

    Next would be the SDK (from Microsoft downloads). This covers the coding side of the product. Again there is a cert course for extending the product with .Net but the SDK is an excellent start. There is also the 'Programming with Dynamics CRM' which may assist and act as a reference guide.

    Your main languages are jscript for client side and .Net for server side.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, December 23, 2010 9:56 AM
  • Hi Andreas,

    In order for you to customize and develop applications for CRM, you must be a developer having exposure to C# or VB.NET as CRM sits on the .NET Framework. 

    The first step of the To-be-CRM-developer would be to study and understand the CRM SDK and start developing sample application using SDK - that should give you a firm grip.

    Looking ahead, you should also keep an eye on CRM 2011 as the RTM is going to hit the market pretty soon - so you should plan accordingly for that as well.

    Cheers, Edwin
    Tuesday, December 28, 2010 8:07 AM
  • Young Mr Benson, probably too busy watching my countrymen receive a lesson in playing cricket, has put together and excellent set of links for getting started in CRM.

    http://customery.co.uk/getting-started/

    These should help you out.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, December 28, 2010 9:11 AM
  • Hi,

    In addition to what Edwin2 says,

    Within the SDK, I strongly suggest you go over folder ‘microsoft.xrm’. There you will find walkthroughs, step by step guides to develop extensions using LINQ which is pretty much easier to understand and start developing.

     

    If possible, I also suggest you these books:

    Programming Microsoft Dynamics CRM 4.0 (Pro-Developer)

    CRM as a Rapid Development Platform

     

    Hope it helps.

    PP
    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta
    Tuesday, December 28, 2010 4:56 PM

All replies

  • First thing to do would be get to grips with configuration. That is, making changes through the client interface. There is a cert course for this. There is also the 'Getting Started With CRM' book which will assist greatly.

    Next would be the SDK (from Microsoft downloads). This covers the coding side of the product. Again there is a cert course for extending the product with .Net but the SDK is an excellent start. There is also the 'Programming with Dynamics CRM' which may assist and act as a reference guide.

    Your main languages are jscript for client side and .Net for server side.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, December 23, 2010 9:56 AM
  • Greetings everyone!

    Wishing you all a happy new year...

    My company has had a customized MS Dynamics CRM 4.0 application developed and is being charged about $6000 for even simple changes.  I was wondering which environment is the quickest to learn to create applications for MS CRM?  IOW Can you say for example customize or develop new applications for the CRM system entirely in VB.NET?  Or Java or does it have to be a combination?

    Is there a rapid and affordable path that a person can go through to retrain as a CRM developer?  I think my boss will have the option of either going elsewhere or my preference give me the work if the training costs are not to steep.

    Any thoughts welcome!

     

     

     


    - **** IF YOU CAN'T CONVINCE 'EM CONFUSE 'EM
    Tuesday, December 28, 2010 6:59 AM
  • Hi Andreas,

    In order for you to customize and develop applications for CRM, you must be a developer having exposure to C# or VB.NET as CRM sits on the .NET Framework. 

    The first step of the To-be-CRM-developer would be to study and understand the CRM SDK and start developing sample application using SDK - that should give you a firm grip.

    Looking ahead, you should also keep an eye on CRM 2011 as the RTM is going to hit the market pretty soon - so you should plan accordingly for that as well.

    Cheers, Edwin
    Tuesday, December 28, 2010 8:07 AM
  • Hi Everyone,

    Dear Leon,

    Thank you for your reply.

    Can you customize ms crm 4.0 exclusively with vb.net?

    Do you know a site that takes you through the steps of creating an application in ms crm?

    Have a happy New Year.

     


    - **** IF YOU CAN'T CONVINCE 'EM CONFUSE 'EM
    Tuesday, December 28, 2010 8:24 AM
  • Young Mr Benson, probably too busy watching my countrymen receive a lesson in playing cricket, has put together and excellent set of links for getting started in CRM.

    http://customery.co.uk/getting-started/

    These should help you out.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, December 28, 2010 9:11 AM
  • Hi,

    In addition to what Edwin2 says,

    Within the SDK, I strongly suggest you go over folder ‘microsoft.xrm’. There you will find walkthroughs, step by step guides to develop extensions using LINQ which is pretty much easier to understand and start developing.

     

    If possible, I also suggest you these books:

    Programming Microsoft Dynamics CRM 4.0 (Pro-Developer)

    CRM as a Rapid Development Platform

     

    Hope it helps.

    PP
    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta
    Tuesday, December 28, 2010 4:56 PM
  • It might be best for a moderator to convert your discussion to a question rather than create a new thread.

    http://social.msdn.microsoft.com/Forums/en-NZ/crm/thread/f8d8a2ee-3844-4d3a-9b2c-e968c5d34df9

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, December 28, 2010 10:36 PM
  • You have been obliged, Leon.
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Tuesday, December 28, 2010 10:51 PM
    Moderator
  • Thanks for your replies everyone,

    I would like to compile my first program for our MS CRM 4.0 database, can you guide me to some example source that:

    1. Can be used to access our testing environment CRM 4.0 database e.g. via SQL or other means. 

    2. How would you modify the CRM menu structure to call the new program and where would you place the executeable (which folder) assuming that such amendments need to be excecutables?

    I had a look at the SDK but need more time to make a study of it, if some one has a link to a "step by step: My First Program for MS CRM 4.0 101" that would be appreciated.

    Leon, thanks for the links to the books you mentioned!

    PS Have a happy New Year everyone!


    - **** IF YOU CAN'T CONVINCE 'EM CONFUSE 'EM
    Friday, December 31, 2010 12:03 AM