Dynamics 365 CE CRM On-Premise Customization & Development with low-code, and code XRM Toolbox, Visual Studio C# Plugins

Dynamics CRM Customization & Development using C# Plugins, Visual Studio & XRM toolbox

You will Learn how to:

• How to configure Microsoft Dynamics 365
• Implement MS Dynamics 365 Entities, entity relationships and fields
• Create and manage MS Dynamics 365 solutions, forms, views, and visualizations
• Implement business rules, work flows and process flows
• Building your own Apps with the Dynamics 365 App Designer
• Customization Sitemap Navigation
• Customizing the Command Bar Ribbon
• Dynamics 365 New Client API object model
• Using the D365 Discovery and IOrganization Service
• Querying Data and Executing Operations
• Custom Workflow Activities
• Creating Plug-ins or working with pre-built Plugin sample code example
• Develop (extend) the product to “fit” your specific needs by modifying your D365 system to match your company’s business needs.
• Developing a concise understanding of business process implementation and workflows.
• You can develop extensions to support custom functionally beyond sales and service.

Dynamics 365 CE (CRM) Developer Training

This class supports: Dynamics 365 Customer Engagement, Dynamics 365 and Dynamics CRM 2016. 2015. 2013, 2011  On-Premise or Online. You will have FULL use of a Dynamics 365 lab environment for this class.

• Learn how to modify your Dynamics 365  system to accelerate your organization.
• Developing a concise understanding of business process implementation and workflows.
• This class is all you need to support, customize, develop and extend Microsoft Dynamics 365 CE (CRM 2016, 2015, 2013) .
• This will teach you how to add additional functionally to your existing Dynamics 365
• Lean how to configuration, implementation, entities, forms, chart and dashboards.
• Learn  to manage solutions, forms and visualizations as well add business rules and workflows.

Is this the Right Dynamics CRM Customization & Development Course for You?

This course is for a Dynamics 365 CRM developer and customers who have a technical background and familiarity with Microsoft Dynamics 365  or CRM 2016, 2015

Good to know before you attend the class:

Candidates need a working knowledge of Dynamics 365 CRM features and functionality, as well as a working knowledge of development, implementation, and data structures.  Also the Development Course Extending has two parts: Visual Development which most Dynamics 365 CRM professionals can benefit.  Using Visual Studio requires a familiarity of Visual Studio and .Net. A working knowledge of programming, Visual Studio, and familiarity of C# provides the best technical background for this course.

Course Outline

Module 1: Overview of Dynamics CRM Customization and Configuration

Learn how to use the new tools to support Dynamics CRM.

Lessons

Application Module vs. Framework (What you can build and what is provided by Microsoft)

Module 2: Dynamics 365 and Office 365

D365 works with many of the Office 365 Applications. Together D365 and O365 can increase productivity and communications for your organization.

Lessons

• The different options for connecting a D365 and Office 365
• Use Folder Tracking to better track emails
• Use Office Groups for Collaboration
• Setup Server-Side SharePoint Integration
• Configure OneNote Integration
• (D365 and O365 help keep people updated)

Module 3: Customizing and Configuring Dynamics 365 to match your unique business requirements

Help your organization keep up with change by modifying D365 to fit your organization today and tomorrow.

Lessons

• Configuration – Setup and one-time decisions
• Customization – Making D365 match your organizations needs
• Visual Development – Powerful tools with no-programming
• Development – Using D365, Visual Studio and programming in the C# language
• (Customization never ends because your boss has a “new idea!”)

Module 4: Security Model – Enforcing your organization’s security requirements

D365 can support multiple security scenarios. Learn how to establish and administrator a

security model that “fits” your organization.

Lessons

• Overview of the Dynamics 365 Security Model
• Create, Configure and Manage Security Roles
• Users / Teams & Security Roles
• Setting up Hierarchical Security
• (Security give the right people access and denies the wrong people)

Module 5: Working with Dynamics 365 Solutions

The full name is Solution Packages. What is inside a solution is components and objects developed and exported from a D365 system. This could be a small as a single webform or as larger a complete D365 system for a specific industry.

Lessons

• Dynamics 365 Solutions Overview
• Including Components in Solutions
• Solution Publishers and Versioning
• Solutions Types
• Working with Multiple Solutions
• Export & Import Solutions

Module 6: Entity and Field Customizations

To understand entities, we need to look at the database supporting D365. An Entity is a database table and a Field is a database table column, but there are differences and the term entity refers to the table, columns and associated elements.

Lessons

• Entities Overview
• Entity Ownership (and why this is important)
• Working with Entity Properties
• System vs. Custom Entities
• D365 Fields (Data Types) (Database Columns)
• Working with Different Field Types

Module 7: Entity Relationships

Entities are linked and pass data is a manor specified by established relationships between entities.

Lessons

• Overview of Relationships in Dynamics 365
• 1:N, N:1 and N:N Relationships
• Working with Hierarchical Data
• Using Entity Mapping to Pre-Populate Data
• Connection and Connection Roles

Module 8: Customizing Forms

One of the first changes your users will ask if for changes to the visual display. Forms are how D365 display data to users. Form Security also restricts which forms are shown to whom.

Lessons

• Dynamics 365 Form Types
• How to Build Dynamics 365 Forms
• Specialized Form Components
• Using Access Teams and Sub-Grids for Record Sharing
• Working with Multiple Forms

Module 9: Views and Visualizations

Views are important for two reasons: displaying a set of records to your users and providing the dataset for reports and the visual charts, dashboards.

Lessons

• Types of Views in Dynamics 365
• Creating and Customizing Views
• Customizing Charts
• Customizing Dashboards
• Using Dynamics 365’s Theming Feature

Module 10: Business Rules

Business Rules reduce the need for JavaScript in forms. This provided a “better managed” way of validation data received from forms.

Lessons

• The New Business Rules Designer
• Business Rules Overview
• Business Rule Structure and Design
• Using Conditions and Actions

Module 11: Business Process Flows

The visual display of progress is useful for tracking the status and displaying on mobile devices.

Lessons

• The new Visual Process Flow Designer
• Overview of Business Process Flows
• Using Stages, Steps, and Categories
• Reviews Options for Conditional Branching
• Workflows and Business Process Flows
• Role Driven Process Flows

Module 12: 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.

Lessons

• Editing the Sitemap
• Choosing the best Sitemap for your organization
• Example of Sitemaps for Sales, Service and Government
• New Sitemap Visual Editor
• XRMToolBox and XRMTools

Module 13: Customizing the Command Bar Ribbon

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

Lessons

• Adding new Buttons and custom command
• Controlling Commands with Security Roles
• Controlling Commands by editing the Ribbon
• Linking to Internet Information sources

Module 14: Dynamics 365 New Client API object model

The Object Model for D365 has changed. You need to know what has changed and what you need to update on your existing Dynamics 365 CRM.

Lessons

• Objects and methods for custom business functionality
• Support for JavaScript
• Get or set attribute values
• Show and hide user interface elements
• Reference multiple controls per attribute
• Access multiple forms per entity
• Manipulate form navigation items
• Interact with the business process flow control

Module 15: 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.

Lessons

• The Discovery service and the specific D365 Organization
• Endpoint address URL to access business data
• Discovery service access methods:
• The Web API
• Organization Service API
• Organization Service API
• The primary web service to work with data and metadata
• Adding IOrganization references to your Visual Studio project

Module 16: Querying Data and Executing Operations

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

Lessons

• Query Expression
• QueryByAttitude
• LINQ Queries
• FetchXML
• Filtered Views
• OData
• Execute Method
• Requests and Responses
• Using the Metadata Service Web Service

Module 17: 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.

Lessons

• Overview of Processes, Workflows and Advanced Workflows
• Overview of Dialogues
• Setting up Custom Workflow Activity Assemblies
• Configuring a Custom Workflow Activity
• Creating Custom Workflow Activities
• Debugging Custom Workflow Activities
• Creating and Modifying Windows Workflow Foundation (XAML Workflows)
• Modifying an Existing Workflow in Visual Studio

Module 18: 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.

Lessons

• Overview of Plug-ins
• .NET assemblies
• On-Premises and Online
• Event Framework
• Plug-in Isolation, Trusts and Statistics
• Developing Plug-ins
• Impersonation in Plug-ins
• Entity Classes and Plug-ins
• Register and Deploy Plug-ins
• Debugging Plug-ins
• Windows Azure Integration with Microsoft Dynamics 365
• Working with pre-built Plugins

Course Review and Certification Discussion

Related Certifications:
Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate (MB-300)
Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate (MB-300)
MB-300 Learning Paths
MB-300 Credly & Job Opportunities
Dynamics 365 Commerce
Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate (MB-500)
MB-500 Learning Paths
MB-500 Credly & Job Opportunities