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Developing Microsoft Dynamics 365 Solutions

5days
Training code
UCRM365D

Upcoming sessions

30 Sep 2019
25 Nov 2019
Book this course

Extensibility Overview

This first module provides participants with an overview of the Dynamics 365 Customer Engagement architecture and where the extension points are as a developer.

  • Overview of the Microsoft Dynamics 365 Customer Engagement XRM Application Framework
  • Extending the Dynamics 365 Customer Engagement platform
  • Accessing data from Microsoft Dynamics 365 Customer Engagement
  • Helpful skills in developing Microsoft Dynamics 365 Customer Engagement solutions

Working with the Dynamics 365 Customer Engagement Web API

The Dynamics Customer Engagement Web API provides a development experience that can be used across a wide variety of programming languages, platforms, and devices to access Dynamics 365 for Customer Engagement. This module teaches students how they can execute CRUD operations, Actions and Functions using the Web API.

  • Introduction to the Dynamics 365 Web API
  • Registering applications with Azure Active Directory
  • Authenticate with the Dynamics 365 REST API using OAuth 2.0 and ADAL
  • Performing CRUD operations using the Dynamics 365 Web API
  • Working with related data
  • Executing Actions and Functions

Common Platform Operations

This chapter introduces participants to the Dynamics 365 Customer Engagement SOAP endpoints and will teach them how to do CRUD operations using .NET code. Also, the concepts of early and late binding with entities is covered in this chapter.

  • SOAP Endpoints in Microsoft Dynamics 365 Customer Engagement
  • Early versus late-binding when accessing entity records
  • The Organization Service
  • Create, update, delete and retrieve entity records
  • Retrieving data using the QueryExpression and QueryByAttribute classes
  • Fault handling

Querying Dynamics 365 Customer Engagement with FetchXML

When accessing Dynamics 365 Customer Engagement as a developer you have several ways to query for data. In this chapter you will learn the syntax of the FetchXML language to query Dynamics 365 Customer Engagement.

  • Introduction to FetchXML
  • Writing FetchXML queries
  • Using FetchXML Builder to create FetchXML queries
  • Executing FetchXML queries using the Web API
  • Executing FetchXML queries using the SOAP API

Implementing Business Processes

As a developer or power user you can automate common tasks inside Dynamics 365 Customer Engagement using processes. What you can do inside a process is limited by default. In this chapter participants learn how to write custom activities that extend the process engine of Dynamics 365 Customer Engagement with extra capabilities.

  • Creating processes
  • Writing custom Workflow activities
  • Deploying and debugging custom workflow activities
  • Real-time workflows

Plug-ins

A plug-in is custom business logic that you can deploy inside Microsoft Dynamics 365 Customer Engagement to modify or augment the standard behavior of Dynamics 365 Customer Engagement. This chapter teaches students how they can write a custom Plug-in in .NET and deploy it to Dynamics 365 Customer Engagement. Students also learn how to debug Plug-ins in both Dynamics 365 Customer Engagement On-Premise and Online

  • Plug-in overview
  • Writing custom plug-ins
  • Register and deploy plug-ins
  • Debugging plug-ins in Dynamics 365 Customer Engagement On-Premise
  • Debugging plug-ins in Dynamics 365 Customer Engagement Online

The Dynamics 365 client-side JavaScript programming

In HTML web resources, form/view scripts, or ribbon commands you can use JavaScript to perform operations on Dynamics 365 for Customer Engagement apps data using the Web API introduced with Dynamics 365 for Customer Engagement apps.

  • Creating JavaScript Web Resources
  • Handling Form/View and Field events
  • Root objects in the Client API object model
  • Working with the Client API execution context object
  • The Client API form context object
  • Interacting with forms and attributes using the Client API object model
  • The Client API grid context object
  • The Client API Xrm object object
  • Best practices in writing client-side Code

Client Extensions

  • Customizing the Site Map
  • Customizing the Command Bar
  • URL addressable forms and views

Building Web Resources

  • Web resources overview
  • Building custom HTML Web Resources
  • JavaScript programming with the Dynamics 365 Customer Engagement Web API
  • jQuery in Dynamics 365 Customer Engagement
  • Using the Xrm.WebApi JavaScript object model to access create and manage records

This course will teach developers how they can extend Dynamics 365 Customer Engagement. Dynamics 365 Customer Engagement refers to the applications that make up the CRM portion of Dynamics 365, which includes the Sales, Customer Service, Field Service, and Project Service Automation applications. Although Microsoft Dynamics 365 Customer Engagement has many out of the box customization options, many companies have requirements which can only be realized by extending the existing feature set of Microsoft Dynamics 365 Customer Engagement. This training course is designed to help .NET and JavaScript developers learn the various development features of both Microsoft Dynamics 365 Customer Engagement On-Premise Online. You will learn how to extend the core functionality of Microsoft Dynamics 365 Customer Engagement using the Web API and SOAP endpoints. Participants will also learn how to model business processes using Processes, write custom Workflow Activities and Plug-ins and extend the Microsoft Dynamics 365 Customer Engagement Forms and Editable Grids using the Microsoft Dynamics 365 Customer Engagement JavaScript object model and jQuery. Also, the usage of Web Resources to build custom web pages in Dynamics 365 Customer Engagement is covered in this course.

This course is targeting developers who have none or very limited Dynamics Customer Engagement development skills.

Before attending the course, delegates must have the following prerequisite knowledge and experience:

  • Understanding of Web development and design
  • Knowledge of a .NET programming language (Visual Basic .NET or C#) and JavaScript
  • Working knowledge of Microsoft Dynamics 365 Customer Engagement (power-user perspective)
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