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Developing Microsoft Dynamics 365 Solutions

5days
Training code
UCRM365D

Upcoming sessions

01 Oct 2018
10 Dec 2018
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

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
  • The Discovery Service
  • Early versus late-binding when accessing entity records
  • The Organization Service
  • Create, update, delete and retrieve entity records
  • Fault handling

Querying Dynamics 365 Customer Engagement

When accessing Dynamics 365 Customer Engagement as a developer you have several ways to query for data. First you will learn how to write queries using .NET code and in the second part of this chapter you will learn the syntax of the FetchXML language to query Dynamics 365 Customer Engagement.

  • The QueryExpression and QueryByAttribute classes
  • Writing LINQ queries
  • FetchXML queries
  • Working with Filtered views

Performing Advanced Platform Operations

  • Executing Request/Response messages
  • Using ExecuteMultiple for batching
  • Working with related entities
  • Retrieving Metadata
  • Microsoft Dynamics 365 Customer Engagement NuGet Packages

Writing custom Actions

  • What is a custom Action
  • Create an action using code
  • Generate early-bound types for an action
  • Executing custom actions
  • Execute an action using a process

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

JavaScript Form Programming

  • Creating JavaScript Web Resources
  • Handling Form and Field events
  • The Xrm.Page object model
  • Form and attribute level notifications
  • Interacting with sub-grids in JavaScript
  • Best practices in writing client-side Code

Client Extensions

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

Working with the Dynamics 365 Customer Engagement Web API

Besides using the traditional SOAP endpoints, developers can now also access Dynamics 365 Customer Engagement using the new Web API endpoints. This module teaches students how they can execute CRUD operations, Actions and Functions using the Web API. It also introduces the concept batching to send multiple requests to the Dynamics 365 Web API using one single HTTP Request/Response.

  • Introduction to the Dynamics 365 Customer Engagement Web API
  • Performing CRUD operations using the Dynamics 365 Customer Engagement Web API
  • Working with related data
  • Executing Actions and Functions
  • Batching in the Dynamics 365 Customer Engagement Web API

Building Web Resources

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

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 (end-user perspective)
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