Course #1:Dynamics 365 Customer Engagement (CRM) Technical Course
Dynamics 365 Customer Engagement ( CE), popularly known as Dynamics CRM, is one of the leading CRM solutions in the market. The demand for Dynamics 365 Customer Engagement( CRM) developers and functional consultants are quite higher, and it is even more with the release of the latest version of the application, Dynamics 365.
This course is for the technical consultants and developers who want to get into Dynamics 365 CRM developer role. The course focuses on customizing the application using Out of the Box features (using User Interface) and using the code. It allows detailed chapters on how to develop custom code for customizing Dynamics 365 CE using plugins and custom workflow activities that every Dynamics 365 developers should be expert on.
Following are the course sections which will walk you through customizing Dynamics 365.
Section 1 Intro to customize Dynamics 365 Customer Engagement
This section includes chapters that give you an introduction to extending Dynamics 365 CRM using code, Dynamics 365 SDK( Software Development Kit) and web resources.
Chapter 1 – Intro to Customization in Dynamics 365 CRM
Chapter 2 – Understanding Solution Concept
Section 2 – Customize Dynamics 365 CRM entities
This section explains in detail how to customize Dynamics 365 CE entities. Entity customization, forms and views customization, entity relationships.
Chapter 3 – Understanding the Dynamics CRM Entity Model
Chapter 4 – Customizing Dynamics CRM Entities
Chapter 5 – Customizing Entity Forms
Chapter 6 – Customizing Entity Form Components
Chapter 7 – Customizing Entity Attributes
Chapter 8 – Customizing Entity Views and Charts
Chapter 9 – Customizing Entity Relationships
Chapter 10 – Implementing Business Rules
Section 3 – Processes for Automating Business Processes
You can bring automation to your Dynamics 365 application using processes. This section is on implementing processes that is workflows, dialog, business process flows and actions.
Chapter 11 – Understanding Process in Dynamics CRM
Chapter 12 – Implementing Workflows for Automation
Chapter 13 – Dialogs for Interactive Process
Chapter 14 – Implementing Business Process Flows
Chapter 15 – Custom Entities using Actions.
Section 4 – Extending Dynamics 365 using Code
You will be exposed to different ways to extend Dynamics 365 CE using the code. Chapters in this section is a foundation is to extend the application using the code.
Chapter 16 – Intro to Extending Dynamics CRM using Code
Chapter 17 – Understanding Dynamics CRM SDK and Process
Chapter 18 – Working with Dynamics CRM Web Resources
Chapter 19 – Form Scripting Using JScript
Section 5 – Develop Plug-in and custom workflow activities
Plug-ins are event handlers developed using custom code in .NET. You will learn about Plugins in detail and how to register plugins with Dynamics 365 CE application.
Workflows are limited in their functionality but you can extend their functionality using the code. This section has topics which will teach you how to write code and extend workflows.
Chapter 20 – Plug-in Development Dynamics 365 CRM
Chapter 21 – Developing A Plug-in – Practice
Chapter 22 – Registering Plugin with Dynamics 365 CRM
Chapter 23 – Debug Plug-ins
Chapter 24 – Custom Work Flow Activities
Section 6 – Customize Ribbons, Sitemap and reports
Ribbons and sitemaps are the UI components of Dynamics 365 CE application. you will learn how to customize these areas of the application manually and using tools.
Chapter 25- Customizing CRM Ribbons
Chapter 26 – Reporting in Dynamics CRM
Once you finish the course you will be able to:
Understand Dynamics 365 CRM OOB features
Customize Dynamics 365 CRM using UI
Customize Dynamics 365 CRM entities and components
Extending Dynamics 365 functionality using Code
Implement Plug-ins and custom workflow activities
Customize Dynamics 365 ribbons and sitemap.
Course #2: Dynamics 365 Customer Engagement(CRM) Advanced Developer Course
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.
This course is for the technical consultants and developers who want to polish their development skills on Dynamics 365 CRM. 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.
Section 1 – Intro to Extending Dynamics 365 CRM
This section gives you an introduction to extending Dynamics 365 CRM using code, Dynamics 365 SDK( Software Development Kit) and web resources.
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 26
- Quizzes 0
- Duration 12 hours
- Skill level All levels
- Language English
- Students 5385
- Assessments Yes
Intro to Customizing Dynamics 365 CRM 2
Entity Customization 8
Processes for Automating Business Processes 5
Extending Dynamics 365 using Code 4
Develop Plug-in and custom workflow activities 5
Customize Ribbons, Sitemap and reports 2