Dynamics 365 Customer Engagement(CRM) Advanced Developer Course
This course on Dynamics 365 Customer Engagement (CRM) is for the technical consultants and developers to polish their development skills. The course focusing more on advanced development topics such as customizing Dynamics 365 customer engagement application using and code and script, customizing sitemap and ribbons, query data from the system, integrate with 3rd party applications.
Dynamics 365 Customer Engagement ( CRM), popularly known as Dynamics CRM, is one of the leading CRM application suites in the market. The demand for Dynamics 365 CRM developers and functional consultants are quite higher, and its importance is even more now with the release of the latest version of the application, Dynamics 365.
Course Contents – Advanced Developer Course Dynamics 365 CRM
Section 1 – Intro to Extending Dynamics 365 CRM
This section gives you an introduction to extending Dynamics 365 Customer Engagement (CRM) using Dynamics 365 SDK( Software Development Kit) and web resources. Learn about the SDK for Dynamics 365 Customer Engagement and how to use it for customizing the application. In the upcoming chapters, you will learn about extending application using code.
Chapter 01 – Intro to Extending Dynamics 365 and SDK 9
Chapter 02 – Working with Web Resources
Section 2 – Form scripting using Jscript
Chapter 04 – Xrm.Page Object Model. Part 2
Section 3 – Develop Plug-in and Custom workflow activities
Plugins are custom business logic which you can trigger on Dynamics 365 Customer Engagement (CRM) core events so that you can augment the standard behavior of the platform. This section of the course will walk you through the basics of plugin development, Plugin registration, and deployment and finally debugging of plugins. Also, the chapter talks about the advanced concept in plugins such as shared variables, early and late bound, secure and un-secure configuration.
Finally, we talk about the development and registration of custom workflow activities which are used to extend the standard functionality of workflows and dialogs in Dynamics 365 customer Engagement (CRM).
Chapter 06 – Plugin Development Basics
Chapter 07 – Plugin Registration
Chapter 08 – Debugging Plugins in Dyn 365
Chapter 09 – Secure and UnSecure Configuration in Plugins
Chapter 10 – Shared Variables in Plugins
Chapter 11 – Use Early and Late bound classes with Dynamics 365 CRM
Chapter 12- Developing Custom Workflow Activities
Section 4 – Querying Dynamics 365 Data
Thiis section talks about the 3 types of queries to retrieve data from Dynamics 365 customer Engagement(CRM) which are 1) QueryExpression and QueryByAttribute 2) FetchXML and 3) LINQ queries.
Chapter 13- Query CRM data using QueryExpression and QueryByAttribute
Chapter 14 – FetchXML and LINQ queries with Dynamics 365 CRM
Section 5 – Integrate Dynamics 365 CRM with other apps
Dynamics 365 customer engagement (CRM) can be integrated with 100+ applications – using code based integration and through UI. This section of the course walks you through WebAPI for Dynamics 365 and also integrating .NET applications with Dynamics 365.
Chapter 15 – WebAPI with Dynamics 365 CRM
Chapter 16 – Integrate Dynamics 365 with .NET
Section 6 – Customizing Dynamics 365 Ribbons and Sitemap
Ribbons and sitemaps are the two navigational components of dynamics 365 customer engagement( CRM) that holds controls and can be customized as per requirements. We have mainly 3 types of ribbons in the application for forms, views and applications. Sitemap(s) are the primary form of navigation on Dynamics 365 application that also can be customized.
This section of the course talks about customizing these areas of the application.
Chapter 17 – Customize Dynamics 365 CRM Ribbons
Chapter 18 – Customize Dynamics 365 CRM Sitemap
Section 7- Reporting in Dynamics 365 CRM
Reports can be created in Dynamics 365 Customer Engagement(CRM) using UI ( Report Wizard) as well as using SSRS. Report Wizard is the UI based tool using which you can create and customize tools in Dynamics 365. For complex reports SSRS can be used to create reports where two types of queries are used – FetchXML and SQL queries. For CRM online only FetchXML reports can be used while on-premise CRM allows both FetchXML and SQL reports.
Chapter 19 – Reporting in Dynamics 365 CRM
Chapter 20 – Reporting in Dynamics 365 CRM – FetchXML and SQL Reports
Once you finish the course you will be able to:
Understand Dynamics 365 CRM advanced customization features
Understand Supported Vs Unsupported customization
Understand Dynamics 365 CRM V9.0 SDK and its usage
Understand Dynamics 365 Web resources, Web Services
Customize Dynamics 365 CRM forms using JScript
Develop plugins using C#.NET
Deploy and Debug Plugin code with Dynamics 365 application
Implement Plug-ins and custom workflows
Advanced Plugin concepts
Develop Custom workflow activities
Query Dynamics 365 Data – QueryExpression and FetchXML
Integrate Dynamics 365 with .NET applications
Web API with Dynamics 365
Reporting with Dynamics 365 – SQL and FetchXML reports
- Lectures 19
- Quizzes 0
- Duration 12 hours
- Skill level All level
- Language English
- Students 78
- Assessments Yes
Section 1 - Intro to Extending Dynamics 365 CRM 2
Section 2 - Form scripting using Jscript 3
Section 3 - Develop Plug-in and Custom workflow activities 7
Section 4 - Querying Dynamics 365 Data 2
Section 5 - Integrate Dynamics 365 CRM with other apps 2
Section 6 - Customizing Dynamics 365 Ribbons and Sitemap 2
Section 7- Reporting in Dynamics 365 CRM 1