This first module provides participants with an overview of the Dynamics 365 for Customer Engagement architecture and where the extension points are as a developer.
- Overview of the Microsoft Dynamics 365 for Customer Engagement Application Framework
- Extending the Dynamics 365 for Customer Engagement platform
- Accessing data from Microsoft Dynamics 365 for Customer Engagement
- Helpful skills in developing Microsoft Dynamics 365 for Customer Engagement solutions
Working with the Dynamics 365 for Customer Engagement Web API
The Dynamics 365 for 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 for Customer Engagement Web API
- Registering applications with Azure Active Directory
- Authenticate with the Dynamics 365 REST API using OAuth 2.0 and ADAL/MSAL
- Performing CRUD operations using the Dynamics 365 Web API
- Executing Actions and Functions
Working with the Dynamics 365 for Customer Engagement SOAP Web Service
This chapter introduces participants to the Dynamics 365 for 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 for 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 for 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 for 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 for 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
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 using the Plug-In Registration Tool
- Debugging plug-ins in Dynamics 365 for Customer Engagement On-Premise
- Debugging plug-ins in Dynamics 365 for Customer Engagement Online usng the Plug-In Profiler
- Deploying Plug-Ins with Solutions
- 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
- Customizing the Site Map
- Customizing the Command Bar
- URL addressable forms and views
Building Web Resources
- Web resources overview
- Building custom HTML Web Resources
- jQuery in Dynamics 365 Customer Engagement
This course will teach developers how they can extend Dynamics 365 for Customer Engagement.
Dynamics 365 for 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 for Customer Engagement has quite some 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 for Customer Engagement.
In the first part of the course you will learn about the various Web Services and API's available to developers in Microsoft Dynamics 365.
Students will also learn how to write server-side code to create custom business logic using Plug-ins and custom Workflow Activities.
Also, the usage of Web Resources to build custom web pages in Dynamics 365 for Customer Engagement is covered in the course.
This course is targeting developers who have none or very limited Dynamics for Customer Engagement development skills.
Before attending the course, delegates must have the following prerequisite knowledge
- Understanding of Web development and design
- Working knowledge of Microsoft Dynamics 365 for Customer Engagement (power-user perspective)