This course provides you with the information how you can develop and extend Dynamics 365. This course focuses on extension methods documented in the Microsoft Dynamics 365 CRM. Developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins. You can develop extensions for Dynamics 365 to support custom functionally beyond sales and service. The platform is a full application environment with database, application server and client interface. This class lets you develop (extend) the product to “fit” your specific needs.

You will have FULL use of a Dynamics 365 for Operations lab environment in this class.

Corresponding Exam: None

Who should Attend:

This course is for a Dynamics 365 CRM developer and is intended primarily for partners and customers who have a technical background and familiarity with Microsoft Dynamics 365 CRM 2016, 2015, 2013, or 2011. The students must also be experienced with basic customizations and workflows for CRM.

After completing this course, students will understand the following areas within D365 CRM:

Course Outline

Module 1: Building your own Apps with the Dynamics 365 App Designer

The current trend is for more Visual Designers, Visual Tools and less programming. This module shows you how to use the new Visual Tools in D365.


Module 2: Customization Sitemap Navigation

How you can make the top level navigation only show the areas your organizations will use or adding new sections to your D365.


Module 3: Customizing the Command Bar Ribbon

Often you want to make a new command available or hide “delete” from specific users.


Module 4: Dynamics 365 New Client API object model

The Object Model for D365 has changed. If you have D365 Plan 1, CRM 2016, CRM 2015, CRM 2013 or CRM 2011. You need to know what has changed and what you need to update on your existing D365 (CRM).


Module 5: Using the D365 Discovery and IOrganization Service

The two main services hep you connect to the “right” Organization and then control the privileges to ensure security and object access.


Module 6: Querying Data and Executing Operations

How to use the methods to query Microsoft D365 to create, update and Delete.


Module 7: Custom Processes (Workflow) Activities

The terms keep changing, but in essence the “workflows” automation a task. The particular term: process, dialogue, workflow and advanced workflow specify the usage, method of creation and execution.


Module 8: Creating Plug-ins and working with pre-built Plugins

Plug-ins are programs developed in a .Net language (we use C#). Plug-ins extend the functionality of events. Learn how plug-ins are used, how to develop Plug-ins, how to register, deploy and debug Plug-ins.


Module 9: Course Review:



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