Monthly Archives: May 2016

New Workshop: Understanding Dynamics CRM Processes

Hi Everyone,

I have been trying to formalize some of my Dynamics CRM automation and processing training and I think I’ve finally found a format that I am happy with.

Let me introduce you to my new workshop: Understanding Dynamics CRM Processes.

Here is a little about the course:


When you finish this workshop you will have a very deep understanding of Dynamics CRM process, how to design and build them, and how they will benefit your business.



I am a huge believer that nothing makes you understand a new concept or technology better than just doing it yourself. That means you’ll be doing a lot of exercises and there will also be homework.


Live Environment

We’ll have a real playground in which to play by using a Dynamics CRM environment for all of our work.


A Different Style of Course

Instead of dedicating a full day to training, we’ll be meeting once per week for two hours. Can’t make a session? Don’t worry, they will be recorded and you can replay them later and just perform the work on your own, just like you are in class.

Class with start on Tuesday, June 21st and run through Tuesday, July 19th.

I will actually have two sessions: 10am-12pm CDT and 6pm-8pm CDT, so that people can fit it into their already busy schedules.


What You Will Learn

Here is a brief summary of the topics we’ll cover:


From the basics to the advanced, you’ll learn everything that you need to know to understand, create, and maintain custom workflow processes.


So I’m sure you’ve heard the phrase “Dialogs” but don’t really understand what they are and how you would use them. Like workflows, we’ll be covering them in-depth so you can see for yourself.

Business Process Flows

I’m sure you have seen the progress bars on the Lead and Opportunity entity that give the user a quick indication of where that specific entity record is within the process. You’ll learn how to create and maintain these process flows to fit your business.

Custom Actions

Custom Actions have been around for a while but are often overlooked. We’ll discuss how and why they are used so you can see if they can be of benefit to your business.


Frequently Asked Questions

Here are a few questions that have come up while building out the course:

Who is this workshop for?

This workshop is for anyone who is classified, or classifies themselves, an administrator or power user. Or, it is for anyone who wants to expand their Dynamics CRM product knowledge. (see the next question.)

Am I qualified to attend?

Do you have at least a basic understand of how Dynamics CRM functions, how data is stored, and how to navigate around the application?  If so, then yes, this workshop is for you.

Will there really be homework?

Yes. With only two hours of class-time per week, there will a lot that you will need to accomplish on your own.


Ready to Investment in Yourself?

The cost of the course is a one-time payment of $997.

Preferred Session:

Announcing the Dynamics CRM Developer Bootcamp in June.

TrainingCourse 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.

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

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:

Monday, June 6th through Friday, June 10th.

Class starts at 8:00am CDT and will last five or six hours per day, depending on the topic. Please budget the entire day so that you have time to complete the homework assignments. Class will end around mid-day on Friday, depending on the speed of the students.


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 GotoMeeting 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.


Sign up today!


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