822700-03 Dynamics 365 CRM Development and Extending (Using Visual Designers and Visual Studio with the C# language)
Course Description
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 Finance and Operation:
- 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
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.
Lessons
- The new modular Business Applications in Dynamics 365
- Using App Designer to Create Apps
- Learn how to build modular business applications with App Modules
- Understand how to configure App Modules
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.
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 3: 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 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).
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 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.
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 6: 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 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.
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 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.
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
Module 9: Course Review:
Lessons
- 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
Prerequisites
Familiarity with Microsoft Dynamics 365 CRM 2016, 2015, 2013,or 2011. The students must also be experienced with basic customizations and workflows for CRM.
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.